The Travelers 401(k) Savings Plan
Sponsored by Travelers Companies, Inc. · EIN 410518860 · Plan #002
- Total assets
- $10.4B
- Net assets
- $10.4B
- Active participants
- 30,785
- With balances
- 41,646
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Curcio Webb Llc CRD 109066 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $2,496,245 |
| Fidelity Investments Institutional | Participant loan processing, Other services, Direct payment from the plan | $755,761 |
| State Street Global Advisor Trust | Custodial (other), Custodial (securities), Direct payment from the plan | $138,663 |
| Compsight, Llc | Recordkeeping, Participant communication, Direct payment from the plan | $117,984 |
| Curcio Webb, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $52,500 |
| Marudas Graphics, Inc | Recordkeeping, Participant communication, Direct payment from the plan | $19,274 |
| Genesis, Corp | Recordkeeping, Consulting (general), Direct payment from the plan | $14,820 |
| Qdro Consultants Co., Llc | Legal, Direct payment from the plan, Account maintenance fees | $8,100 |