Filings through Sep 24, 2026.

Retirement plan

Famous Uni Corporation Pension Plan

Name: TRAVELRITE, INC. - FAMOUS UNI CORPORATION PENSION PLAN (2025) Form 5500
Creator: TRAVELRITE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FAMOUS UNI CORPORATION PENSION PLAN, TRAVELRITE, INC.

Travelrite, Inc.EIN 22-3790356Plan #001PY 2025

28 12TH STREET - LAKEWOOD, NJ 08701732-886-6311LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsHigh retiree %Low returns

How to read this page

Total assets (EOY)

$3.9M

+3.8% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

1.95%

+4.27 pp from 2024

Benchmarks

See 257 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined benefit

Participants<25

Cohort257 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

Actuary	Schedule	Address, phone
Daniel Liss, Ea, Mspa Economic Group Pension Services LLC Schedule SB	Schedule SB	Pro

See the address, phone and enrollment number for 1 actuary disclosure with Solo.

Plan features & details

Pension benefit codes1A3D1I

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$48K

$47928 / participant

Other / not subdivided$48K100.0%

% of EOY assets

1.233%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Actuary

Address, phone

Daniel Liss, Ea, Mspa

Economic Group Pension Services LLC

Schedule SB

Pro

Famous Uni Corporation Pension Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Famous Uni Corporation Pension Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion