How big is Travis & Travis' plan?

Travis & Travis' plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250730112127NAL0010103170001

Travis & Travis

Name: Travis & Travis — Travis & Travis Profit Sharing, Form 5500 (2024)
Creator: Travis & Travis
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Travis & Travis Profit Sharing Plan

Defined-contribution retirement plan · Travis & Travis' Travis & Travis Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

J. Kearney Travis, Jr. signed Travis & Travis' 2024 Form 5500 as plan administrator.

J. Kearney Travis, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Travis & Travis' EIN is 64-0515816.

EIN 64-0515816

Plan number 001

Plan year 2024

ACK ID 20250730112127NAL0010103170001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Travis & Travis from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Travis & Travis' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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