How big is Tractenberg & Co., LLC's plan?

Tractenberg & Co., LLC's plan reported $8.0M in assets and 30 participants for 2024.

Original filing (PDF)20250627090405NAL0005418643001

Tractenberg & Co., LLC

Name: Tractenberg & Co., LLC — Tractenberg & Co., LLC, Form 5500 (2024)
Creator: Tractenberg & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tractenberg & Co., LLC Profit Sharing Plan

401(k) retirement plan · Tractenberg & Co., LLC's Tractenberg & Co., LLC Profit Sharing Plan held $8.0M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

Plan identifiers

Tractenberg & Co., LLC's EIN is 13-4050015.

EIN 13-4050015

Plan number 001

Plan year 2024

ACK ID 20250627090405NAL0005418643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tractenberg & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tractenberg & Co., LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), 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 TRACTENBERG & CO., LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score