Plan Snapshot
- Plan Sponsor: Travelpro Products, INC.
- Sponsor EIN: 812409139
- Sponsor Address: 6500 PARK OF COMMERCE BLVD, BOCA RATON, FL, 33487
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 151 | $9.8M | $166,482 | $550,641 |
| 2023 | 122 | $8.5M | $179,849 | $518,712 |
| 2022 | 108 | $7.8M | $146,265 | $417,729 |
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 |
|---|---|---|---|---|
| SHARFF WITTMER KURTZ JACKSON DIAZPA | Auditor | — | — | $0 |
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 | $4,196 | — | $4,196 | — | — |
| 2023 | $1,832 | — | $1,832 | — | — |
| 2022 | $1,693 | — | $1,693 | — | — |