How big is Traeger Pellet Grills, LLC's plan?

Traeger Pellet Grills, LLC's plan reported $37.2M in assets and 529 participants for 2024.

Original filing (PDF)20250917183323NAL0000888432001

Traeger Pellet Grills, LLC

Name: Traeger Pellet Grills, LLC — Traeger 401(k) Plan, Form 5500 (2024)
Creator: Traeger Pellet Grills, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Traeger 401(k) Plan

401(k) retirement plan · Traeger Pellet Grills, LLC's Traeger 401(k) Plan held $37.2M in plan assets for 529 participants in 2024, with Fidelity as recordkeeper.

Active participants

529

Accounts w/ balance

541

Plan assets (EOY)

$37.2M

Net assets (EOY)

$37.2M

People on this filing

Andrew RUST signed Traeger Pellet Grills, LLC's 2024 Form 5500 as plan administrator.

Andrew RUST — 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

Traeger Pellet Grills, LLC's EIN is 20-4005368.

EIN 20-4005368

Plan number 001

Plan year 2024

ACK ID 20250917183323NAL0000888432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Traeger Pellet Grills, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Traeger Pellet Grills, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAEGER PELLET GRILLS, LLC.

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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

Above-average plan

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

Plan sponsor

Name

TRAEGER PELLET GRILLS, LLC

EIN

all filings

Address

533 S 400 W · SALT LAKE CITY, UT · 84101

Phone

(801) 701-7180

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CALIBER WEALTH MANAGEMENT LLC	93-4837681	—	ADVISOR	$77K	—
DIVERSIFY WEALTH MANAGEMENT LLC

Investments

34 direct securities· $37.2M(100% of reported assets)

Common Collective Trusts

$24.3M

15 holdings

Mutual Funds

$10.9M

11 holdings

Other securities

$1.9M

7 holdings

Common Stocks

$15K

1 holding

					% of plan
s * Fidelity Investments FID FDM IDX 2050 IPR	Mutual Funds	—	—	$7.6M	20.3%
Fidelity Investments FID FDM IDX 2045 IPR	Common Collective Trusts	—	—	$5.9M	15.8%
Fidelity Investments FID FDM IDX 2055 IPR	Common Collective Trusts	—	—	$4.5M	12.0%
Fidelity Investments FID 500 INDEX	Common Collective Trusts	—	—	$3.1M	8.4%
Fidelity Investments FID FDM IDX 2040 IPR	Common Collective Trusts	—	—	$2.7M	7.4%
Fidelity Investments FID FDM IDX 2060 IPR	Common Collective Trusts	—	—	$2.1M	5.8%
Fidelity Investments FID FDM IDX 2035 IPR	Common Collective Trusts	—	—	$1.9M	5.2%
Fidelity Investments FID FDM IDX 2030 IPR	Common Collective Trusts	—	—	$960K	2.6%
Fidelity Investments FID CONTRAFUND	Mutual Funds	—	—	$935K	2.5%
Fidelity Investments FID MID CAP IDX	Common Collective Trusts	—	—	$899K	2.4%
Vanguard Group Inc VANG DIV APPR ADM	Mutual Funds	—	—	$728K	2.0%
Columbia COL GLB TECH GRTH I2	Other securities	—	—	$713K	1.9%
Fidelity Investments FID FDM IDX 2025 IPR	Common Collective Trusts	—	—	$662K	1.8%
Money Market * Fidelity Investments FID GOVT MMKT	Mutual Funds	—	—	$619K	1.7%
with maturities through December 2034. 0	Other securities	—	—	$592K	1.6%
Fidelity Investments FID FDM IDX 2065 IPR	Common Collective Trusts	—	—	$490K	1.3%
Fidelity Investments FID SM CAP IDX	Common Collective Trusts	—	—	$478K	1.3%
JPMorgan Asset Management JPM LARGE CAP VAL R6	Other securities	—	—	$477K	1.3%
Fidelity Investments FID FDM IDX 2020 IPR	Common Collective Trusts	—	—	$391K	1.1%
Fidelity Investments FID INTL INDEX	Mutual Funds	—	—	$352K	0.9%
Janus Henderson J H GLB LIFE SCI I	Mutual Funds	—	—	$189K	0.5%
American Funds AF NEW WORLD R6	Mutual Funds	—	—	$177K	0.5%
OppenheimerFunds INVS SP MLP SEL 40 Y	Mutual Funds	—	—	$155K	0.4%
Pacific Investment Management Co LLC PIMCO INCOME INST	Mutual Funds	—	—	$102K	0.3%
Neuberger Berman NB REAL ESTATE R6	Other securities	—	—	$100K	0.3%
Fidelity Investments FID EMRG MKTS IDX	Common Collective Trusts	—	—	$95K	0.3%
Franklin Templeton Investments FKLN GLD&PRC MTL ADV	Mutual Funds	—	—	$54K	0.1%
Fidelity Investments FID FDM IDX INC IPR	Common Collective Trusts	—	—	$39K	0.1%
Fidelity Investments FID FDM IDX 2015 IPR	Common Collective Trusts	—	—	$34K	<0.1%
BlackRock BLKRK GLOBAL ALLOC I	Other securities	—	—	$32K	<0.1%
JPMorgan Asset Management LD ABBETT CORE FI R6	Other securities	—	—	$25K	<0.1%
Dodge & Cox DODGE & COX GLB BD I	Mutual Funds	—	—	$23K	<0.1%
JPMorgan Asset Management LD ABT SH DTN INC R6	Common Stocks	—	—	$15K	<0.1%
JPMorgan Asset Management LD ABT HIGH YIELD R6	Other securities	—	—	$7K	<0.1%