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Original filing (PDF)20251007054207NAL0002452963001
ER TRAVEL LLC
Form 5500
FILING_RECEIVED
EASIRENT 401(K) PLAN
401(k) retirement plan
Signals · 1
~97 bps in Sched C fees
Active participants
153
Accounts w/ balance
168
Plan assets (EOY)
$212K
Net assets (EOY)
$212K
How this plan invests
This plan
1 pooled trust
Schedule D
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (97 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ER TRAVEL LLC.
Plan sponsor
Name
ER TRAVEL LLC
EIN
82-2247107
Address
100 NORTHEAST 3RD AVE · SUITE 920 · FT LAUDERDALE, FL · 33301
Phone
(954) 210-4055
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
2025-10-07
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)
Audit & trust (Schedule H)
Auditor
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
12 direct securities · 1 pooled fund· $187K(88% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$160K
10 holdings
Uncategorized
$26K
2 holdings
Common Collective Trust
$10
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $33K | 15.6% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $29K | 13.8% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $27K | 12.7% | |
| PARTICIPANT LOANS 491 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2065 K | — | — | — | $24K | 11.3% | |
| FID TOTAL INTERNATIONAL INDEX 173 REGISTERED INVESTMENT COMPANY BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $23K | 10.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $20K | 9.6% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $14K | 6.5% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $7K | 3.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $4K | 2.1% | |
| FID 500 IND | — | — | — | $2K | 1.0% | |
| AC INFLATION ADJ BOND R6 175 REGISTERED INVESTMENT COMPANY HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $2K | 0.8% | |
| FID SMALL CAP INDEX 760 REGISTERED INVESTMENT COMPANY JOHN HANCOCK DISC VAL R6 | Registered Investment Companies | — | — | $1K | 0.6% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10 | <0.1% |
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