Plan Ledger DOL Form 5500 · updated monthly

World Travel, Inc.401(k)

WORLD TRAVEL, INC. 401(K) PLAN · DOUGLASSVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

World Travel, Inc. reported $100,835 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $809 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 has held roughly steady near 0.25%. 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 940th-largest of 3,651 plans among Pennsylvania employers on file, and the 358th of 2,534 in administrative & support services. In 2024, employees put in $6.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,905,309
Participants with balances585
Active participants488
Employer contributions$394,590
Employee contributions$2,666,350
Employer contribution per active participant$809
Average account balance$69,924
Benefits paid to participants$7,189,537
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.9M · 585 accts · $395K emplr
2023$39.9M · 588 accts · $479K emplr
2022$36.2M · 573 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,761
Investment management$39,074
Total administrative$100,835
The World Travel, Inc. 401(k) match · 2024
Employer contribution per active participant$809
Median for plans this size$2,416
2024$809 per active participant
2023$975 per active participant
2022$831 per active participant

World Travel, 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
ADP, INC. · Loan processing · Recordkeeping$61,761
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$39,074
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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Administrative cost history3
2024$100,835 · 0.25%
2023$94,849 · 0.25%
2022$96,784 · 0.24%
All plans at this employer2
WORLD TRAVEL, INC. 401(K) PLAN401(k)
WORLD TRAVEL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 232228965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.