Plan Ledger DOL Form 5500 · updated monthly

Travelex Insurance Services Inc.401(k)

TRAVELEX INSURANCE SERVICES INC. 401(K) PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Travelex Insurance Services Inc. reported $74,021 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,678 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Nebraska (405th of 565), and 4,176th of 4,798 in finance & insurance. In 2024, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,939,463
Participants with balances112
Active participants123
Employer contributions$698,452
Employee contributions$959,564
Employer contribution per active participant$5,678
Average account balance$70,888
Benefits paid to participants$1,548,095
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,517
Total administrative$74,021
The Travelex Insurance Services Inc. 401(k) match · 2024
Employer contribution per active participant$5,678
Median for plans this size$1,313

Travelex Insurance Services Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$24,256
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$4,286
HUB INVESTMENT ADVISORS, INC · Investment advisory (plan)$23,032

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

Administrative cost history1
2024$74,021 · 0.99%
Same employer
Similar plansFinance & Insurance · Nebraska
Omaha National Group, Inc. NE$11.3M · 0.07%
Arbor Bank NE$8.8M · 0.56%
Inspro, Inc NE$8.4M · 1.38%
Heritage Bank NE$7.1M · 0.05%
Midwest Holding LLC NE$6.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470804018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.