Plan Snapshot
- Plan Sponsor: Travis Credit Union
- Sponsor EIN: 941242831
- Sponsor Address: ONE TRAVIS WAY, VACAVILLE, CA, 95687
- Plan Type: 401(k)
- Total Participants: 605
- Total Assets: $75.2M
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 | 605 | $75.2M | $2.5M | $4.0M |
| 2023 | 623 | $66.2M | $2.3M | $3.7M |
| 2022 | 610 | $55.3M | $2.2M | $3.7M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $78,861 | — | $78,861 |
| TURNER,WARREN,HWANG&CONRAD ACCOUNTA | NONE | $14,903 | — | $14,903 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,764
- Estimated Expense Ratio: 0.125% 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 | $88,264 | — | — | — | — |
| 2023 | $82,365 | — | — | — | — |
| 2022 | $143,266 | — | — | — | — |