# Fox World Travel, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fox-world-travel-inc-401k-plan

> Fox World Travel, INC.'s 401(k) plan: 341 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fox World Travel, INC.

- **Sponsor EIN:** 391034696

- **Sponsor Address:** 2150 S. WASHBURN, OSHKOSH, WI, 54904

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

- **Total Participants:** 341

- **Total Assets:** $25.2M

## 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|341|$25.2M|$419,369|$1.6M|

| 2023|292|$21.8M|$266,988|$1.3M|

| 2022|250|$18.8M|$189,241|$1.0M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$80,379|—|$80,379|

| MORGAN STANLEY|INVESTMENT ADVISOR|$41,820|—|$41,820|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,732|—|$11,732|

| DUFEK & COMPANY, LLC|AUDITOR|$3,750|—|$3,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [DUFEK & COMPANY, LLC](https://planprovider.pro/provider/dufek-and-company-llc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $137,681

- **Estimated Expense Ratio:** 0.546% 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|$137,682|$53,553|—|$3,750|—|

| 2023|$114,995|$45,471|—|—|—|

| 2022|$112,369|$44,129|$68,240|—|—|

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