My Plan Facts

California › Administrative and support and waste management services › 1,000 to 4,999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Traffic Management, Inc. 401(k) Plan

Sponsored by Traffic Management LLC, Long Beach, CA

401(k) planautomatic enrollment

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$19.4Mnet assets, end of plan year+18% on the year
1,098participants834 active
$17,675net assets per participantsame-size median $50,295
$1,026employer contributions per active participantsame-size median $2,045

In the plan year ending 31 Dec 2024, Traffic Management, Inc. 401(k) Plan covered 1,098 participants and held $19.4M in net assets. The plan is a 401(k) plan sponsored by Traffic Management LLC of Long Beach, California.

Net assets came to $17,675 per participant, well below the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and well below the $24,581 median for defined contribution plans in administrative and support and waste management services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $856K during the year, or $1,026 per active participant against a same-size median of $2,045; participants contributed $2.3M and $120K arrived as rollovers and other contributions. Benefits paid out totalled $2.3M.

Schedule C lists 2 service provider organisations paid $5,000 or more, with reported compensation of $97K: $88.34 per participant, above the same-size median of $82.08. Administrative expenses charged to the plan were $101K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $468K in 2009 to $19.4M in 2024 (up 4047%), and participants from 214 to 1,098 (up 413%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$17,675$50,295$24,581$53,102
Employer contributions per active participant$1,026$2,045$1,302$2,175
Schedule C compensation per participant$88.34$82.08$98.48$123
Schedule C compensation, share of net assets0.50%0.17%0.44%0.26%
Administrative expenses per participant$92.03$82.20$95.90$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), administrative and support and waste management services (1,682) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $468K2010: $620K2011: $690K2012: $999K2013: $1.5M2014: $1.9M2015: $2.4M2016: $2.9M2017: $3.9M2018: $4.0M2019: $6.1M2020: $8.8M2021: $11.6M2022: $12.8M2023: $16.4M2024: $19.4M$468K$19.4M20092012201620202024
Net assets at year end
2009: 2142010: 2252011: 2792012: 3782013: 5402014: 5942015: 8042016: 8642017: 5902018: 8812019: 1,4082020: 5092021: 9142022: 8592023: 9782024: 1,0982141,4081,09820092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
20241,098$19.4M$17,675$856K$2.3M$97K
2023978$16.4M$16,767$888K$2.4M$82K
2022859$12.8M$14,843$748K$2.0M$5,000
2021914$11.6M$12,725$513K$1.6M$63K
2020509$8.8M$17,285$410K$1.2M$50K
20191,408$6.1M$4,362$159K$814K$15K
2018881$4.0M$4,566$115K$569K$40K
2017590$3.9M$6,559$111K$513K$38K
2016864$2.9M$3,398$88K$405K$31K
2015804$2.4M$2,932$102K$470K$24K
2014594$1.9M$3,157$73K$323K$18K
2013540$1.5M$2,707—$245K$2,000
2012378$999K$2,643—$200K$1,000
2011279$690K$2,473—$108K$2,000
2010225$620K$2,756—$95K$2,000
2009214$468K$2,187$4,000$87K$1,000

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$16,397,566
  • Employer contributions$855,939
  • Participant contributions$2,284,134
  • Rollovers and other contributions$119,842
  • Total contributions$3,259,915
  • Total income, including investment results$5,465,580
  • Benefits paid$2,308,513
  • Administrative expenses$101,049
  • Total expenses$2,456,336
  • Net income$3,009,244
  • Net transfers$0
  • Net assets, end of year$19,406,810

Participants

  • Active participants834
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits264
  • Participants with account balances805
  • Total participants, end of year1,098

Fees and service providers

$97KSchedule C compensation to organisations$97K direct · $0 indirect
$88.34per participantsame-size median $82.08
0.50%of net assetssame-size median 0.17%
$101Kadministrative expenses charged to the plan$92.03 per participant
OrganisationServices reportedDirectIndirect
Fidelity Investments InstitutionalParticipant loan processing$56,702$0
BGW Wealth Advisors LLCInvestment advisory (plan)$40,290$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Recordkeeping fees$56,702
  • Investment advisory and management fees$44,347
  • Total administrative expenses$101,049

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$17.9M · 92.0%
  • Cash (interest and non-interest bearing)$974K · 5.0%
  • Participant loans$495K · 2.6%
  • Common/collective trusts$57K · 0.3%
  • Corporate stocks$28K · 0.1%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmSingerlewak, LLP
  • Participant contributions reported as transmitted lateYes, $463,051
  • Covered by a fidelity bondYes, $740,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 2RParticipant-directed brokerage accounts provided as an investment option under the plan
  • 2EProfit-sharing plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 561900: Other Support Services (including packaging & labeling services, & convention & trade show organizers).

Similar plans in California

PlanSponsorParticipantsNet assetsPer participant
HUDDL3 Group 401(k) PlanHUDDL3 Group1,120$35.9M$32,016
Logix Employment Services, Inc. Employee Savings PlanLogix Employment Services,inc.1,082$173M$160,111
Medpoint Management, Inc. 401(k) PlanMedpoint Management, Inc.1,124$34.9M$31,022
Cryogenic Industries 401(k) PlanCryogenic Industries, Inc.1,066$63.7M$59,726
Gep Administrative Services Savings & Profit Sharing 401(k) PlanGep Administrative Services, LLC1,137$200M$175,743
Greenwaste Recovery, LLC Retirement PlanGreenwaste Recovery, LLC1,066$70.7M$66,331

Defined contribution plans in administrative and support and waste management services closest in size.

Questions and answers

How big is Traffic Management, Inc. 401(k) Plan?

1,098 participants at the end of the plan year ending 31 Dec 2024, of whom 834 were active employees, with net assets of $19,406,810. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.

What does Traffic Management LLC contribute per participant?

The filing reports $855,939 in employer contributions for the year, which is $1,026 per active participant; the median for plans of the same type and size was $2,045 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $96,992 in compensation to service provider organisations, $88.34 per participant or 0.50% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.08 per participant. Administrative expenses on Schedule H were $101,049. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Traffic Management LLC. Recordkeeping or administration: Fidelity Investments Institutional. Investment advisory or management: BGW Wealth Advisors LLC. The financial statements were audited by Singerlewak, LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 5 Nov 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 95-4547268, plan 001, received 5 Nov 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.