Plan Snapshot
- Plan Sponsor: Pleasant Travel Service
- Sponsor EIN: 952222689
- Sponsor Address: 2830 BORCHARD ROAD, NEWBURY PARK, CA, 91320
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $17.2M
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 | 163 | $17.2M | $245,131 | $441,376 |
| 2023 | 102 | $17.0M | $229,635 | $455,042 |
| 2022 | 98 | $15.6M | $227,481 | $462,530 |
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 |
|---|---|---|---|---|
| GREEN HASSON JANKS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREEN HASSON JANKS, 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 | $8,576 | $3,478 | — | — | — |
| 2023 | $7,161 | — | $7,161 | — | — |
| 2022 | $8,354 | — | $8,204 | — | — |