# Travelers Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/travelers-companies-inc-401k-plan

> Travelers Companies, INC.'s 401(k) plan: 30,785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|NONE|$2,496,245|—|$2,496,245|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$755,761|—|$755,761|

| STATE STREET GLOBAL ADVISOR TRUST|NONE|$138,663|—|$138,663|

| COMPSIGHT, LLC|NONE|$117,984|—|$117,984|

| CURCIO WEBB, LLC|NONE|$52,500|—|$52,500|

| MARUDAS GRAPHICS, INC|NONE|$19,274|—|$19,274|

| GENESIS, CORP|NONE|$14,820|—|$14,820|

| QDRO CONSULTANTS CO., LLC|NONE|$8,100|—|$8,100|

| KPMG, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [KPMG, LLC](https://planprovider.pro/provider/kpmg-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $3,603,347

- **Estimated Expense Ratio:** 0.035% 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|$3,725,973|$202,210|$10,880|—|—|

| 2023|$3,279,725|$163,055|$32,837|—|—|

| 2022|$3,945,078|$2,240,561|—|—|$263,108|

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