How big is Trammo, Inc.'s plan?

Trammo, Inc.'s plan reported $57.1M in assets and 71 participants for 2024.

Original filing (PDF)20260211144012NAL0005022995001

Trammo, Inc.

Name: Trammo, Inc. — Trammo, Inc. Profit-Sharing/401(k), Form 5500 (2024)
Creator: Trammo, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trammo, Inc. Profit-Sharing/401(k) Plan

401(k) retirement plan · Trammo, Inc.'s Trammo, Inc. Profit-Sharing/401(k) Plan held $57.1M in plan assets for 71 participants in 2024.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$57.1M

Net assets (EOY)

$57.1M

Plan identifiers

Trammo, Inc.'s EIN is 13-2679131.

EIN 13-2679131

Plan number 001

Plan year 2024

ACK ID 20260211144012NAL0005022995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trammo, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trammo, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAMMO, INC.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (99th percentile).

Plan sponsor

Name

TRAMMO, INC

EIN

all filings

Address

8 WEST 40TH STREET · 12TH FLOOR · NEW YORK, NY · 10018

Phone

(212) 223-3200

Industry

Wholesale Trade

Plan administrator

Name

MARIA THEOLOGIS

EIN

13-2679131

City

NEW YORK, NY

Phone

(646) 604-5228

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

34 direct securities· $56.6M(99% of reported assets)

Mutual Funds

$47.4M

28 holdings

Common Collective Trusts

$4.8M

1 holding

Self-Directed Brokerage

$3.4M

1 holding

Other securities

$671K

3 holdings

Common Stocks

$297K

1 holding

					% of plan
Fidelity Contrafund K Mutual Fund	Mutual Funds	—	—	$9.6M	16.8%
Fidelity Blue Chip Growth K Mutual Fund	Mutual Funds	—	—	$8.3M	14.5%
Fidelity Growth Company K Mutual Fund	Mutual Funds	—	—	$7.5M	13.2%
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$4.8M	8.4%
Fidelity Government Money Market Mutual Fund	Mutual Funds	—	—	$4.1M	7.3%
Fidelity Magellan K Mutual Fund	Mutual Funds	—	—	$3.7M	6.4%
Fidelity Management Trust Company Self-directed Brokerage Account	Self-Directed Brokerage	—	—	$3.4M	5.9%
Fidelity Equity-Income K Mutual Fund	Mutual Funds	—	—	$1.8M	3.1%
Fidelity Low-Priced Stock K Mutual Fund	Mutual Funds	—	—	$1.2M	2.1%
Fidelity Diversified International K Mutual Fund	Mutual Funds	—	—	$1.2M	2.1%
PIMCO Total Return Institutional Mutual Fund	Mutual Funds	—	—	$1.2M	2.1%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.0M	1.8%
Fidelity Government Income Mutual Fund	Mutual Funds	—	—	$935K	1.6%
MFS Mid Cap Growth R6 Mutual Fund	Mutual Funds	—	—	$714K	1.3%
Fidelity Value K Mutual Fund	Mutual Funds	—	—	$673K	1.2%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$663K	1.2%
Fidelity Freedom 2040 K Mutual Fund	Mutual Funds	—	—	$628K	1.1%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$618K	1.1%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$589K	1.0%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$553K	1.0%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$482K	0.8%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$478K	0.8%
Fidelity Stock Selector Small Cap Mutual Fund	Mutual Funds	—	—	$467K	0.8%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$319K	0.6%
Fidelity Freedom 2015 K Mutual Fund	Mutual Funds	—	—	$301K	0.5%
Allspring Small Company Value Institutional Mutual Fund	Common Stocks	—	—	$297K	0.5%
Notes receivable from participants with maturities ranging from 11/25 to 8/33) -	Other securities	—	—	$290K	0.5%
American Beacon Large Cap Value R5 Mutual Fund	Other securities	—	—	$248K	0.4%
Lazard Emerging Markets Equity Portfolio Institutional Mutual Fund	Other securities	—	—	$133K	0.2%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$120K	0.2%
Fidelity Freedom Income K Mutual Fund	Mutual Funds	—	—	$91K	0.2%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$73K	0.1%
Fidelity Freedom 2030 K Mutual Fund	Mutual Funds	—	—	$59K	0.1%
Fidelity Freedom 2065 K Mutual Fund	Mutual Funds	—	—	$25K	<0.1%