Plan Snapshot
- Plan Sponsor: Transurban (Usa), INC.
- Sponsor EIN: 841688048
- Sponsor Address: 7900 WESTPARK DRIVE, TYSONS, VA, 22102
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $30.5M
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 | 179 | $30.5M | $1.1M | $2.5M |
| 2023 | 180 | $25.8M | $973,863 | $2.4M |
| 2022 | 178 | $20.3M | $930,948 | $2.2M |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | $27,196 | — | $27,196 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,196
- Estimated Expense Ratio: 0.089% 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 | $92,607 | $52,957 | — | $27,196 | — |
| 2023 | $74,411 | $43,757 | — | $20,154 | — |
| 2022 | $52,054 | — | — | — | — |