# Travis Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/travis-credit-union-401k-plan

> Travis Credit Union's 401(k) plan: 605 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/travis-credit-union-401k-plan)

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