Original filing (PDF)20250711104010NAL0010230928001

TRAVEL EQUITY PARTNERS LLC

Name: TRAVEL EQUITY PARTNERS LLC — TRAVEL EQUITY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: TRAVEL EQUITY PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

TRAVEL EQUITY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAVEL EQUITY PARTNERS LLC.

Plan sponsor

Name

TRAVEL EQUITY PARTNERS LLC

EIN

46-4646996

Address

70 MANSELL CT STE 100 · ROSWELL, GA · 300764857

Phone

(470) 273-7223

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

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

CDM TRAVEL SERVICES DBA TAHITI LEGENDS

CDM TRAVEL SERVICE DBA TAHITI LEGENDS PROFIT SHARING 401(K) PLAN

$2.8M · 18 participants

THE CRUISE WEB, INC.

THE CRUISE WEB, INC 401K PROFIT SHARING PLAN & TRUST

$2.7M · 26 participants

ALBATROS TRAVEL INC

ALBATROS TRAVEL INC 401K PROFIT SHARING PLAN & TRUST

$2.7M · 25 participants

SPECIAL VACATIONS, INC.

SPECIAL VACATIONS, INC. DEFINED BENEFIT PENSION PLAN

$2.7M · 2 participants

LS TRAVEL LLC

LS TRAVEL LLC 401(K) PLAN