Retirement plan

CRAFTCAN TRAVEL LLC 401(K) PROFIT SHARING PLAN

Name: CRAFTCAN TRAVEL LLC - CRAFTCAN TRAVEL LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CRAFTCAN TRAVEL LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CRAFTCAN TRAVEL LLC 401(K) PROFIT SHARING PLAN, CRAFTCAN TRAVEL LLC

CRAFTCAN TRAVEL LLCEIN 46-0895034Plan #001PY 2025

411 THEODORE FREMD AVENUE, SUITE 206 SOUTH - RYE, NY 10580914-305-5163

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.3M

+19.4% from 2024

Total participants

-16.7% from 2024

Average account balance

$468,007

+43.3% from 2024

Annual return

18.04%

+3.75 pp from 2024

Benchmarks

See 4,211 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort4,211 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.34M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$468K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

166.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.04%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10539

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

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.

Plan features & details

Pension benefit codes3H2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$53K

$17564 / participant

Other / not subdivided$53K100.0%

% of EOY assets

2.252%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$468,007

$107,733+334.4%

$92,985+403.3%

$154,746+202.4%

Participation rate

100.0%

74.6%+25.4pp

69.5%+30.5pp

80.7%+19.3pp

Annual return

18.04%

30.39%-12.4pp

27.99%-10.0pp

172.34%-154.3pp

Employer contribution / active EE

$6,302

$3,126+101.6%

$2,662+136.7%

$4,379+43.9%

Participant deferral / active EE

$20,000

$5,053+295.8%

$4,377+357.0%

$6,730+197.2%

Admin fee / account holder

$10,539

$11,369-7.3%

$9,463+11.4%

$14,365-26.6%

CRAFTCAN TRAVEL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CRAFTCAN TRAVEL LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

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