Plan Ledger DOL Form 5500 · updated monthly

Travis Credit Union401(k)

TRAVIS CREDIT UNION 401(K) RETIREMENT PLAN · VACAVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Travis Credit Union reported $88,264 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,065 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 fell from 0.23% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,258th-largest of 9,483 plans among California employers on file, and the 1,238th of 4,798 in finance & insurance. In 2024, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$75,210,858
Participants with balances840
Active participants605
Employer contributions$2,459,406
Employee contributions$3,964,562
Employer contribution per active participant$4,065
Average account balance$89,537
Benefits paid to participants$6,074,439
Plan auditUnmodified (clean) audit opinion
AuditorTURNER,WARREN,HWANG & CONRAD
Plan history3
Yearassets · accounts · employer contribution
2024$75.2M · 840 accts · $2.5M emplr
2023$66.2M · 855 accts · $2.3M emplr
2022$55.3M · 847 accts · $2.2M emplr
The Travis Credit Union 401(k) match · 2024
Employer contribution per active participant$4,065
Median for plans this size$3,635
2024$4,065 per active participant
2023$3,615 per active participant
2022$3,612 per active participant

Travis Credit Union's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$78,861
TURNER,WARREN,HWANG&CONRAD ACCOUNTA$14,903

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$88,264 · 0.12%
2023$82,365 · 0.14%
2022$143,266 · 0.23%
Same employer
Similar plansFinance & Insurance · California
Confie Holding II Co. CA$77.1M · 0.39%
Allworth Financial, LP CA$76.7M · 0.12%
Aspiriant LLC CA$75.4M · 0.01%
Ctbc Bank Corp. (USA) CA$74.8M · 0.01%
Aviation Capital Group LLC CA$72.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941242831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.