Plan5500

Indagare Travel 401(K) Plan — Form 5500 plan (Indagare Travel, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Indagare Travel 401(K) Plan is a benefit plan reported by Indagare Travel, Inc. under EIN 20-4921822 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $1,668,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Indagare Travel, Inc.
EIN
20-4921822
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
93
End-of-year plan assets
$1,668,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202393H, C20241015143009NAL0016628595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,668,163
Total liabilities (EOY)
$0
Net assets (EOY)
$1,668,163
Net assets (BOY)
$0

Income & contributions

Total contributions
$0
Total income / additions
$15,277

Expenses & distributions

Benefits paid
$0
Administrative expenses
$385
Total expenses
$385
Net increase / (decrease)
$14,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Securities, Inc.BROKER$0$16,5072023
Transamerica Retirement Solutions,RECORDKEEPER$358$02023
Usi Consulting GroupRECORDKEEPER$0$1752023
Mesirow Financial, Inc.INVESTMENT ADVISORY-PLAN$27not reported in the loaded dataset2023

Related Form 5500 pages