# Travcorp Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/travcorp-usa-inc-401k-plan

> Travcorp Usa, INC.'s 401(k) plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Travcorp Usa, INC.

- **Sponsor EIN:** 202343185

- **Sponsor Address:** 3200 BRISTOL ST., COSTA MESA, CA, 92626

- **Plan Type:** 401(k)

- **Total Participants:** 489

- **Total Assets:** $33.6M

## 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|489|$33.6M|$513,812|$2.7M|

| 2023|441|$28.5M|$438,391|$2.0M|

| 2022|399|$24.3M|$401,516|$1.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$36,932|—|$36,932|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,197|—|$9,197|

| MOSS ADAMS LLP|ACCOUNTANT/AUDITOR|$6,615|—|$6,615|

| MILLER KAPLAN ARASE LLP|Auditor|$6,615|—|$6,615|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [MILLER KAPLAN ARASE LLP](https://planprovider.pro/provider/miller-kaplan-arase-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,359

- **Estimated Expense Ratio:** 0.176% 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|$52,744|$9,197|—|$6,615|—|

| 2023|$34,438|$7,866|—|—|—|

| 2022|$57,670|$6,108|—|—|—|

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