Travelport Employee Savings Plan
Sponsored by Travelport Inc. · EIN 208352702 · Plan #001
- Total assets
- $421M
- Net assets
- $421M
- Active participants
- 727
- With balances
- 1,508
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $167,568 |
| Clearstead Advisors Llc | Consulting (general) | $122,217 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $61,900 |
| Warren Averett, Llc | Other services | $30,740 |