Plan Snapshot
- Plan Sponsor: Travelers Companies, INC.
- Sponsor EIN: 410518860
- Sponsor Address: 385 WASHINGTON STREET, ST. PAUL, MN, 551021396
- Plan Type: 401(k)
- Total Participants: 30,785
- Total Assets: $10.4B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 30,785 | $10.4B | $149.5M | $337.8M |
| 2023 | 30,233 | $9.2B | $145.8M | $321.9M |
| 2022 | 29,650 | $8.0B | $130.3M | $290.3M |
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 |
|---|---|---|---|---|
| KPMG, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLC — 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 | $3,725,973 | $202,210 | $10,880 | — | — |
| 2023 | $3,279,725 | $163,055 | $32,837 | — | — |
| 2022 | $3,945,078 | $2,240,561 | — | — | $263,108 |