Retirement plan

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Name: ROAD LESS TRAVELED, INC. - TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: ROAD LESS TRAVELED, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN, ROAD LESS TRAVELED, INC.

ROAD LESS TRAVELED, INC.EIN 47-1914869Plan #020PY 2025

1371 MICHAEL WAY - LANSDALE, PA 19446215-407-6247

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+37.1% from 2024

Total participants

+30.0% from 2024

Average account balance

$33,198

+21.8% from 2024

Annual return

20.10%

+0.03 pp from 2024

Benchmarks

See 4,484 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort4,484 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

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

Not enough data

0 years with headcount on file

Eligible Participants and Participation

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

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-100.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2T

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$96 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.291%

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

$33,198

$28,624+16.0%

$53,647-38.1%

$82,637-59.8%

Participation rate

84.4%

47.3%+37.2pp

56.3%+28.2pp

68.1%+16.4pp

Annual return

20.10%

664.98%-644.9pp

358.33%-338.2pp

53.51%-33.4pp

Employer contribution / active EE

$2,538

$637+298.7%

$962+163.8%

$2,552-0.6%

Participant deferral / active EE

$1,656

$1,196+38.4%

$1,813-8.7%

$4,126-59.9%

Admin fee / account holder

$96

$2,022-95.2%

$2,460-96.1%

$7,339-98.7%

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TPC QUALIFIED PLANS LLC RETIREMENT SAVINGS 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