Plan Snapshot
- Plan Sponsor: Historic Tours Of America, INC
- Sponsor EIN: 592512154
- Sponsor Address: 108 SEA GROVE MAIN STREE, 2ND FLOOR, ST. AUGUSTINE, FL, 32080
- Plan Type: 401(k)
- Total Participants: 853
- Total Assets: $19.0M
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 | 853 | $19.0M | $128,534 | $1.9M |
| 2023 | 753 | $16.4M | $82,113 | $1.1M |
| 2022 | 664 | $14.0M | $41,335 | $856,434 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $78,761 | $34,828 | — | — | — |
| 2023 | $61,389 | $28,710 | — | — | — |
| 2022 | $54,158 | $29,528 | — | — | $20,887 |