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

> Travelopia 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:** Travelopia Usa, INC.

- **Sponsor EIN:** 371482833

- **Sponsor Address:** 311 PARK PLACE BLVD SUITE 250, CLEARWATER, FL, 33759

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

- **Total Participants:** 489

- **Total Assets:** $31.8M

## 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|$31.8M|$550,232|$2.8M|

| 2023|430|$29.0M|$523,306|$2.6M|

| 2022|352|$23.6M|$415,341|$2.0M|

## 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|

| PURVIS GRAY & COMPANY|Auditor|$20,000|—|$20,000|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,000

- **Estimated Expense Ratio:** 0.063% 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|$165,597|$40,000|—|$20,000|—|

| 2023|$125,935|$39,516|—|—|—|

| 2022|$124,969|$38,538|$86,183|—|—|

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