Plan Snapshot
- Plan Sponsor: Christopherson Andavo Travel, LP
- Sponsor EIN: 461790204
- Sponsor Address: 5588 S GREEN STREET, SUITE 300, SALT LAKE CITY, UT, 84123
- Plan Type: 401(k)
- Total Participants: 270
- Total Assets: $19.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 270 | $19.5M | $551,241 | $1.5M |
| 2023 | 302 | $18.0M | $592,786 | $1.4M |
| 2022 | 233 | $14.6M | $461,050 | $1.1M |
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 |
|---|---|---|---|---|
| GLS CERTIFIED PUBLIC ACCOUNTANTS PC | Auditor | $12,800 | — | $12,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,800
- Estimated Expense Ratio: 0.066% 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 | $106,856 | $19,343 | — | $12,800 | — |
| 2023 | $84,868 | $67,579 | $13,716 | — | — |
| 2022 | $69,118 | $44,270 | $24,848 | — | — |