Plan Ledger DOL Form 5500 · updated monthly

Travelopia USA, Inc.401(k)

TRAVELOPIA USA, INC. 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Travelopia USA, Inc. reported $165,597 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,125 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 2 years on file its reported administrative ratio rose from 0.49% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 777th-largest of 3,644 plans among Florida employers on file, and the 438th of 2,534 in administrative & support services. In 2024, employees put in $5.15 for every $1.00 the employer contributed; active participation has grown from 352 to 489 since 2022.

Plan summary
Net assets, end of year$31,807,062
Participants with balances631
Active participants489
Employer contributions$550,232
Employee contributions$2,836,093
Employer contribution per active participant$1,125
Average account balance$50,407
Benefits paid to participants$4,550,173
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS GRAY & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$31.8M · 631 accts · $550K emplr
2023$29.0M · 676 accts · $523K emplr
2022$23.6M · 600 accts · $415K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,597
Investment management$40,000
Audit (IQPA)$20,000
Total administrative$165,597
The Travelopia USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,125
Median for plans this size$2,416
2024$1,125 per active participant
2023$1,217 per active participant
2022$1,180 per active participant

Travelopia USA, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
USI ADVISORS INC · Investment advisory (plan)$40,000
PURVIS GRAY AND COMPANY LLP · Accounting / audit$20,000

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

Administrative cost history3
2024$165,597 · 0.54%
2023$125,935 · 0.48%
2022$124,969 · 0.49%
Same employer
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Sidecar HR LLC FL$35.6M · 0.75%
Valet Living,Llc FL$32.5M · 0.46%
Harvard Maintenance, Inc. FL$29.4M · 0.25%
Vision HR II, Inc FL$27.1M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371482833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.