· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MOUNTAIN TRAVEL — MOUNTAIN TRAVEL 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250226194957NAL0002089648001
MOUNTAIN TRAVEL
Form 5500-SF
FILING_RECEIVED
MOUNTAIN TRAVEL 401K PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
40
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MOUNTAIN TRAVEL
.
Find decision makers
Plan sponsor
Name
MOUNTAIN TRAVEL
EIN
94-1682892
Address
1266 66TH STREET SUITE 2 · EMERYVILLE, CA · 94608
Phone
(925) 998-0116
Industry
Admin Support & Waste Mgmt
see 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
2025-02-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
COMBINED AIRLINES TICKET OFFICES DBA CATO TRAVEL
CATO 401(K) SAVINGS PLAN
$2.0M · 6 participants
APPLE TOURS & TRAVEL, INC.
APPLE TOURS & TRAVEL, INC. 401(K) PLAN
$2.0M · 8 participants
RIDGEBROOK TRAVEL, LTD.
THE 401(K) PROFIT-SHARING PLAN OF RIDGEBROOK TRAVEL, LTD.
$2.0M · 3 participants
VISIT SANTA BARBARA
VISIT SANTA BARBARA 401(K) PLAN
$2.0M · 17 participants
SPACE ADVENTURES, INC.
SPACE ADVENTURES, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.0M · 2 participants
HELMS BRISCOE PERFORMANCE GROUP,
HELMS BRISCOE PERFORMANCE GROUP, INC. 401(K) PLAN
$2.0M · 34 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B