Original filing (PDF)20250425135309NAL0005522947001

LORI'S TRAVEL SERVICE, LLC

Name: LORI'S TRAVEL SERVICE, LLC — LORI'S TRAVEL SERVICE, LLC 401K PLAN, Form 5500 (2024)
Creator: LORI'S TRAVEL SERVICE, LLC

Form 5500-SF

FILING_RECEIVED

LORI'S TRAVEL SERVICE, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$756K

Net assets (EOY)

$756K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORI'S TRAVEL SERVICE, LLC.

Plan sponsor

Name

LORI'S TRAVEL SERVICE, LLC

EIN

16-1565280

Address

879 NORTH GREECE ROAD · ROCHESTER, NY · 14626

Phone

(585) 225-5291

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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