TRAX WEALTH MANAGEMENT, INC.
EIN 84-3991623SAN DIEGO, CA
TRAX WEALTH MANAGEMENT, INC. (EIN 84-3991623) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.4M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
8
Total assets
$1.4M
A TRAX WEALTH MANAGEMENT, INC. employee? See the TRAX WEALTH MANAGEMENT, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 84-3991623
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | 002 | 4 | $962K |
| TRAX WEALTH MANAGEMENT, INC. 401(K) PLAN | 001 | 4 | $454K |
About this EIN
84-3991623 is the Employer Identification Number (EIN) TRAX WEALTH MANAGEMENT, INC. 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?