· 2022–2024 · DOL EFAST2

Traver Companies, LLC — Traver Companies 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260527103313NAL0006472177001

Traver Companies, LLC

Form 5500-SF

FILING_RECEIVED

Traver Companies 401(k) Plan

401(k) retirement plan · Traver Companies, LLC's Traver Companies 401(k) Plan held $1.0M in plan assets for 119 participants in 2025.

Active participants

119

Accounts w/ balance

72

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score

Above-average plan

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

92

Total plan cost

n/a

Plan health

12

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAVER COMPANIES, LLC.

Plan sponsor

Name

TRAVER COMPANIES, LLC

EIN

27-2107228all filings

Address

2703 TELECOM PARKWAY · SUITE 150 · RICHARDSON, TX · 75082

Phone

(972) 865-4277

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-27

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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