Plan Snapshot
- Plan Sponsor: Travelport INC.
- Sponsor EIN: 208352702
- Sponsor Address: 300 GALLERIA PARKWAY, ATLANTA, GA, 303393153
- Plan Type: 401(k)
- Total Participants: 727
- Total Assets: $420.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 727 | $420.6M | $4.0M | $9.9M |
| 2023 | 804 | $427.7M | $4.7M | $11.8M |
| 2022 | 899 | $387.6M | $4.0M | $10.4M |
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. | Investment Advisor | $167,568 | — | $167,568 |
| CLEARSTEAD ADVISORS LLC | Other Service Provider | $122,217 | — | $122,217 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $61,900 | — | $61,900 |
| WARREN AVERETT, LLC | Auditor | $30,740 | — | $30,740 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $382,425
- Estimated Expense Ratio: 0.091% 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 | $382,425 | $167,568 | — | — | — |
| 2023 | $289,343 | $171,527 | $300 | $15,000 | — |
| 2022 | $252,991 | $175,298 | — | — | — |