How big is James Trauring & Associates, LLC's plan?

James Trauring & Associates, LLC's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20251015103154NAL0005965712001

James Trauring & Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

James Trauring & Associates, LLC 401(k) Retirement Plan

401(k) retirement plan · James Trauring & Associates, LLC's James Trauring & Associates, LLC 401(k) Retirement Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

James Trauring signed James Trauring & Associates, LLC's 2024 Form 5500 as plan administrator.

James Trauring — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

James Trauring & Associates, LLC's EIN is 20-2467169.

EIN 20-2467169

Plan number 002

Plan year 2024

ACK ID 20251015103154NAL0005965712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Trauring & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 JAMES TRAURING & ASSOCIATES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

JAMES TRAURING & ASSOCIATES, LLC

EIN

all filings

Address

705 UNION STREET · SCHENECTADY, NY · 12305

Phone

(518) 370-5515

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator