# Pleasant Travel Service 401(k) Plan
Source: https://planprovider.pro/companies/pleasant-travel-service-401k-plan

> Pleasant Travel Service's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$5,098|—|$5,098|

| 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](https://planprovider.pro/provider/green-hasson-and-janks-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,098

- **Estimated Expense Ratio:** 0.030% 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|$8,576|$3,478|—|—|—|

| 2023|$7,161|—|$7,161|—|—|

| 2022|$8,354|—|$8,204|—|—|

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