401k Record

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Bowlin Travel Centers 401(k)

Recordkeeping fees per participant · Bowlin Travel Centers, Inc. 401(k) Profit Sharing Plan · plan year 2024

$7.44

Higher than 6% of the 7,477 plans $1 to 10M that report it.

Source

= $803 / 108
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010083532NAL0017427234001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010083532NAL0017427234001, received 2025-10-10

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.

Cost and contributions

Administrative expenses excluding investment management, per participant

$13.89

10th: $13.66median $103.3390th: $302.77

Higher than 10% of the 14,713 plans $1 to 10M that report it.

Source

= $1,500 / 108
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010083532NAL0017427234001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010083532NAL0017427234001, received 2025-10-10

Administrative expenses per participant

$13.89

10th: $19.42median $150.2790th: $370.75

Higher than 7% of the 15,210 plans $1 to 10M that report it.

Source

= $1,500 / 108
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010083532NAL0017427234001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010083532NAL0017427234001, received 2025-10-10

Administrative expenses as a share of assets

0.038%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 5% of the 15,243 plans $1 to 10M that report it.

Source

= $1,500 / $3,941,179
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010083532NAL0017427234001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010083532NAL0017427234001, received 2025-10-10

Employer contributions per participant

$837

10th: $357median $1,32390th: $2,861

Higher than 30% of the 13,342 plans $1 to 10M that report it.

Source

= $90,432 / 108
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010083532NAL0017427234001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010083532NAL0017427234001, received 2025-10-10

Employer share of total contributions

32.4%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 63% of the 13,370 plans $1 to 10M that report it.

Source

= $90,432 / $278,701
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010083532NAL0017427234001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010083532NAL0017427234001, received 2025-10-10

Plan terms, as stated in Bowlin Travel Centers, Inc.'s SEC filings

Plan terms are described in Bowlin Travel Centers, Inc.'s SEC filings: Form 10-K filed 2008-04-25. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010083532NAL0017427234001, received 2025-10-10

Full record, Bowlin Travel Centers, Inc. 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorBOWLIN TRAVEL CENTERS, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010083532NAL0017427234001, received 2025-10-10
Plan nameBOWLIN TRAVEL CENTERS, INC. 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251010083532NAL0017427234001, received 2025-10-10
Sponsor EIN / plan number85-0473277 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010083532NAL0017427234001, received 2025-10-10
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010083532NAL0017427234001, received 2025-10-10
Sponsor locationALBUQUERQUE, NMForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010083532NAL0017427234001, received 2025-10-10
Industry (business code)452300, Retail tradeForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010083532NAL0017427234001, received 2025-10-10
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010083532NAL0017427234001, received 2025-10-10
Filing received2025-10-10Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010083532NAL0017427234001, received 2025-10-10
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010083532NAL0017427234001, received 2025-10-10
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251010083532NAL0017427234001, received 2025-10-10
Participants, beginning of year192Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010083532NAL0017427234001, received 2025-10-10
Active participants163Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010083532NAL0017427234001, received 2025-10-10
Participants, end of year204Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010083532NAL0017427234001, received 2025-10-10
Participants with an account balance108Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010083532NAL0017427234001, received 2025-10-10
Total assets, beginning of year$3,406,788Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010083532NAL0017427234001, received 2025-10-10
Total assets, end of year$3,941,179Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010083532NAL0017427234001, received 2025-10-10
Net assets, end of year$3,941,179Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010083532NAL0017427234001, received 2025-10-10
Total income$708,997Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010083532NAL0017427234001, received 2025-10-10
Net income$534,391Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010083532NAL0017427234001, received 2025-10-10
Employer contributions$90,432Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010083532NAL0017427234001, received 2025-10-10
Participant contributions$188,269Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010083532NAL0017427234001, received 2025-10-10
Total contributions$278,701Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010083532NAL0017427234001, received 2025-10-10
Benefit payments$173,106Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010083532NAL0017427234001, received 2025-10-10
Total expenses (incl. benefit payments)$174,606Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010083532NAL0017427234001, received 2025-10-10
Total administrative expenses$1,500Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010083532NAL0017427234001, received 2025-10-10
Recordkeeping fees$803Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010083532NAL0017427234001, received 2025-10-10
Administrative expenses excluding investment management$1,500derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010083532NAL0017427234001, received 2025-10-10
Held in common/collective trusts$2,163,390Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010083532NAL0017427234001, received 2025-10-10
Held in mutual funds$1,767,282Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010083532NAL0017427234001, received 2025-10-10
Independent auditorSEMPLE, MARCHAL & COOPER, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010083532NAL0017427234001, received 2025-10-10

Position = column in the DOL layout for form year 2024. Filing 20251010083532NAL0017427234001, received 2025-10-10.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BOKF, N ArecordkeeperTRUSTEE 19 Custodial (securities); 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 64 Recordkeeping fees; 99 Other fees; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 68 Soft dollars commissions; 38 Participant communication $1,500yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010083532NAL0017427234001, received 2025-10-10.

What changed since the 2023 plan year

Figure20232024Change
Total assets$3,406,788$3,941,17915.7%
Participants with a balance991089.1%
Administrative expenses$1,073$1,50039.8%
Recordkeeping fees per participant$6.10$7.4421.9%
Employer contributions$85,982$90,4325.2%

Prior filing 20241002103823NAL0008660625001, received 2024-10-02; the plan years are contiguous.

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Sponsor name as filed: BOWLIN TRAVEL CENTERS, INC.; SEC registrant: BOWLIN TRAVEL CENTERS INC (CIK 1124653, matched by EIN).