Back to filter
Original filing (PDF)20250620102030NAL0002236579001
TRAUNER CONSULTING SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
TRAUNER CONSULTING SERVICES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
23
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAUNER CONSULTING SERVICES, INC..
Plan sponsor
Name
TRAUNER CONSULTING SERVICES, INC.
EIN
22-2865241
Address
1617 JOHN F KENNEDY BLVD. SUITE 475 · PHILADELPHIA, PA · 19103
Phone
(215) 814-6400
Industry
Professional & Technical Servicessee all
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
2025-06-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
FARMER ENVIRONMENTAL SERVICES, LLC
FARMER ENVIRONMENTAL SERVICES LLC 401(K) PLAN
$6.4M · 18 participants
ENERGY RESOURCES INTERNATIONAL, INC.
ENERGY RESOURCES INTERNATIONAL, INC. CASH OR DEFERRED ARRANGEMENT PROFIT SHARING PLAN
$6.4M · 2 participants
PHARMACY HEALTHCARE SOLUTIONS INC
PHARMACY HEALTHCARE SOLUTIONS INC 401(K) RETIREMENT PLAN
$6.4M · 11 participants
THERAPY PHYSICS, INC.
THE TRUSTEES OF THERAPY PHYSICS, INC. 401(K) PLAN
$6.4M · 15 participants
LIBERTY HOSPITALITY PARTNERS, L.P.
LIBERTY HOSPITALITY PARTNERS, L.P. 401(K) PLAN
$6.4M · 346 participants
IPCAPITAL GROUP, INC.
IPCAPITAL GROUP, INC. 401(K) PLAN
$6.4M · 14 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B