Trajan Wealth, LLC (EIN 45-2884769) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $10.7M in plan assets and 144 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Trajan Wealth, LLC 401(k) Profit Sharing Plan | 002 | 97 | $8.1M |
| Trajan Wealth, LLC Cash Balance Plan | 001 | 47 | $2.6M |
45-2884769 is the Employer Identification Number (EIN) Trajan Wealth, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
