Plan Ledger DOL Form 5500 · updated monthly

Travel Leaders Group Holdings, LLC401(k)

TRAVEL LEADERS GROUP HOLDINGS LLC 401(K) PLAN · PLYMOUTH, MN · plan year 2025

Reported admin expense ratio · 2025
0.06%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Travel Leaders Group Holdings, LLC reported $84,245 in plan administrative expenses for 2025: 0.06% of average plan assets, below the peer median. Employer contributions averaged $1,648 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other administrative & support services employers. By assets it is the 206th-largest of 1,918 plans among Minnesota employers on file, and the 128th of 2,534 in administrative & support services. In 2025, employees put in $3.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$145,674,605
Participants with balances1,920
Active participants1,508
Employer contributions$2,484,698
Employee contributions$8,387,184
Employer contribution per active participant$1,648
Average account balance$75,872
Benefits paid to participants$13,341,482
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$145.7M · 1,920 accts · $2.5M emplr
2024$130.9M · 2,009 accts · $2.5M emplr
2023$121.4M · 2,082 accts · $2.3M emplr
2022$102.8M · 2,019 accts · $910K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$9,995
Investment management$60,000
Audit (IQPA)$14,250
Total administrative$84,245
The Travel Leaders Group Holdings, LLC 401(k) match · 2025
Employer contribution per active participant$1,648
Median for plans this size$4,093
2025$1,648 per active participant
2024$1,592 per active participant
2023$1,338 per active participant
2022$551 per active participant

Travel Leaders Group Holdings, LLC's 2025 employer contribution ran below the $4,093 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
HIGHTOWER ADVISORS, LLC$60,000
CARON & BLETZER, PLLC · Accounting / audit$14,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Bank of America / Merrill
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$84,245 · 0.06%
2024$84,885 · 0.07%
2023$81,200 · 0.07%
2022$79,880 · 0.07%
Same employer
Similar plansAdministrative & Support Services · Minnesota
Cwt US, LLC MN$391.2M · 0.06%
Iap Worldwide Services, Inc. FL$150.9M · 0.02%
Staffmark Group, LLC OH$149.1M · 0.25%
Edco Disposal Corporation CA$142.0M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815047261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.