Plan Snapshot
- Plan Sponsor: Vacation Innovations, LLC
- Sponsor EIN: 263834623
- Sponsor Address: 8545 COMMODITY CIRCLE, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 210
- Total Assets: $15.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 210 | $15.7M | $731,297 | $935,131 |
| 2023 | 224 | $12.8M | $629,420 | $784,083 |
| 2022 | 211 | $10.2M | $453,476 | $758,240 |
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 |
|---|---|---|---|---|
| GELLERRAGANS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GELLERRAGANS — Auditor
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 | $67,263 | $29,051 | $32,475 | — | — |
| 2023 | $59,986 | $13,262 | $42,603 | — | — |
| 2022 | $54,677 | $16,593 | $32,954 | — | — |