Plan Ledger DOL Form 5500 · updated monthly

Travis Companies, Inc.401(k)

TRAVIS COMPANIES, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Travis Companies, Inc. reported $1,528 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $956 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,669th of 5,688), and 4,608th of 5,337 in construction. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,724,016
Participants with balances74
Active participants145
Employer contributions$138,577
Employee contributions$237,442
Employer contribution per active participant$956
Average account balance$36,811
Benefits paid to participants$254,283
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,528
Total administrative$1,528
The Travis Companies, Inc. 401(k) match · 2022
Employer contribution per active participant$956
Median for plans this size$1,114

Travis Companies, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,528 · 0.05%
Same employer
Similar plansConstruction · Texas
Lakey Electric Company TX$2.8M · 0.02%
J3 Company, LLC TX$2.8M · 0.02%
Fireproof Contractors Inc TX$2.8M · 0.08%
Jat Home Services, Inc. TX$2.7M · 0.36%
Dan Williams Company TX$2.7M · 0.99%
Avesta Homes, LLC TX$2.6M · 1.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261803743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.