Plan Snapshot
- Plan Sponsor: Classic Vacations, LLC
- Sponsor EIN: 043612673
- Sponsor Address: 5669 SNELL AVE., SUITE 343, SAN JOSE, CA, 95123
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 225 | $11.2M | $427,505 | $1.2M |
| 2023 | 236 | $10.4M | $538,664 | $1.4M |
| 2022 | 247 | $7.3M | $451,463 | $1.3M |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE LLP — 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 | $66,826 | $35,093 | — | — | — |
| 2023 | $59,567 | $28,379 | $31,188 | — | — |
| 2022 | $37,720 | — | — | — | — |