Travelex Insurance Services Inc. 401(k) Plan
Sponsored by Travelex Insurance Services Inc. · EIN 470804018 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 123
- With balances
- 112
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Float revenue, Participant loan processing | $24,256 |
| Hub Investment Advisors, Inc | Investment advisory (plan) | $23,032 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,286 |