Plan Snapshot
- Plan Sponsor: Bank Of Travelers Rest
- Sponsor EIN: 570282578
- Sponsor Address: 42 PLAZA DRIVE, TRAVELERS REST, SC, 29690
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $35.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $35.6M | $551,542 | $837,441 |
| 2023 | 150 | $30.7M | $781,995 | $526,031 |
| 2022 | 109 | $27.3M | $461,078 | $673,553 |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $103,260 | — | $10,650 | — | — |
| 2023 | $55,028 | — | $55,028 | — | — |
| 2022 | $3,840 | — | $3,840 | — | — |