Plan Snapshot
- Plan Sponsor: Tripadvisor LLC
- Sponsor EIN: 043503532
- Sponsor Address: 400 FIRST AVENUE, NEEDHAM, MA, 02494
- Plan Type: 401(k)
- Total Participants: 999
- Total Assets: $305.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 999 | $305.5M | $4.9M | $16.1M |
| 2023 | 995 | $263.5M | $4.3M | $15.7M |
| 2022 | 1,087 | $211.4M | $3.9M | $13.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $81,968 | — | $81,968 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $62,969 | — | $62,969 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,937
- Estimated Expense Ratio: 0.047% 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 | $144,578 | $62,969 | $300 | — | — |
| 2023 | $172,056 | $65,294 | $600 | — | — |
| 2022 | $195,849 | $64,787 | — | — | — |