Original filing (PDF)20250625092416NAL0011318592001

TRAVER COMPANIES, LLC

Name: TRAVER COMPANIES, LLC — TRAVER COMPANIES 401(K) PLAN, Form 5500 (2024)
Creator: TRAVER COMPANIES, LLC

Form 5500-SF

FILING_RECEIVED

TRAVER COMPANIES 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

128

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAVER COMPANIES, LLC.

Plan sponsor

Name

TRAVER COMPANIES, LLC

EIN

27-2107228

Address

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

Phone

(972) 865-4277

Industry

Real Estatesee 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

2025-06-25

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)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

TRIANGLE APARTMENT ASSOCIATION

TRIANGLE APARTMENT ASSOCIATION 401(K) PROFIT SHARING PLAN & TRUST

$693K · 8 participants

HERBACH AGENCY INC.

HERBACH AGENCY INC. 401(K) PLAN

$694K · 3 participants

VENTURE COMMERCIAL MANAGEMENT, LLC

VENTURE COMMERCIAL MANAGEMENT, LLC 401K PLAN

$693K · 13 participants

HUONG D NARDELLI LLC

$695K · 5 participants

BLUE OCEAN REALTY LLC

BLUE OCEAN 401(K) PLAN

$692K · 13 participants