# Historic Tours Of America, INC 401(k) Plan
Source: https://planprovider.pro/companies/historic-tours-of-america-inc-401k-plan

> Historic Tours Of America, INC's 401(k) plan: 853 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| INGHAM & COMPANY|NONE|$61,908|$12,821|$74,729|

| CITRIN COOPERMAN & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [INGHAM & COMPANY](https://planprovider.pro/provider/ingham-retirement-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,729

- **Estimated Expense Ratio:** 0.394% 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|$78,761|$34,828|—|—|—|

| 2023|$61,389|$28,710|—|—|—|

| 2022|$54,158|$29,528|—|—|$20,887|

## Similar Plans

- [Merlin Entertainments Group Us, LLC](https://planprovider.pro/companies/merlin-entertainments-group-us-llc-401k-plan) — 3,878 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/historic-tours-of-america-inc-401k-plan)

© 2026 PlanProvider.Pro