AUMdb

Travel Incorporated Retirement Plan

Sponsored by Travel Incorporated · EIN 581347682 · Plan #002

Total assets
$28.7M
Net assets
$28.7M
Active participants
252
With balances
252

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Resj, Pc Accounting $9,900
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $150
Morgan Stanley Smith Barney Other commissions $0