# Travis Industries INC 401(k) Plan
Source: https://planprovider.pro/companies/travis-industries-inc-401k-plan

> Travis Industries INC's 401(k) plan: 362 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Travis Industries INC

- **Sponsor EIN:** 911403129

- **Sponsor Address:** 12521 HARBOUR REACH DRIVE, MUKILTEO, WA, 98275

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

- **Total Participants:** 362

- **Total Assets:** $38.1M

## 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|362|$38.1M|$867,833|$1.1M|

| 2023|397|$37.6M|$803,854|$1.1M|

| 2022|405|$33.9M|$1.2M|$1.2M|

## 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|

| MERIT FINANCIAL GROUP, LLC|RIA|$47,179|—|$47,179|

| LPL FINANCIAL LLC|RIA|$9,115|—|$9,115|

| EIDE BAILLY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — RIA

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,294

- **Estimated Expense Ratio:** 0.148% 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|$155,172|$56,294|$71,215|—|—|

| 2023|$151,938|$52,417|$74,491|—|—|

| 2022|$156,430|$50,355|$106,075|—|—|

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

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