Plan Snapshot
- Plan Sponsor: Corporate Travel Management North America, INC.
- Sponsor EIN: 470355040
- Sponsor Address: 2120 SOUTH 72ND STREET, OMAHA, NE, 68124
- Plan Type: 401(k)
- Total Participants: 1,203
- Total Assets: $115.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,203 | $115.0M | $2.1M | $6.4M |
| 2023 | 1,297 | $111.7M | $1.6M | $6.2M |
| 2022 | 1,322 | $98.5M | $1.4M | $5.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LUTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $139,811 | $51,125 | — | — | — |
| 2023 | $142,157 | $58,699 | — | — | — |
| 2022 | $89,119 | $26,250 | — | — | — |