# Balboa Travel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/balboa-travel-inc-401k-plan

> Balboa Travel, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Balboa Travel, INC.

- **Sponsor EIN:** 952592646

- **Sponsor Address:** 5414 OBERLIN DRIVE, SAN DIEGO, CA, 921214752

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $16.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$16.2M|$200,000|$376,186|

| 2023|104|$16.1M|$0|$385,492|

| 2022|91|$14.1M|$200,000|$353,418|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MATRANGA & COMPANY|Auditor|$9,000|—|$9,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 0.056% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,965|$23,969|$17,708|$9,000|—|

| 2023|$47,301|$22,021|$2,962|$8,575|—|

| 2022|$48,315|$22,351|$17,714|—|$8,250|

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