How big is Trader Wealth Management, LLC's plan?

Trader Wealth Management, LLC's plan reported $210K in assets and 2 participants for 2024.

Original filing (PDF)20250924082430NAL0002915891001

Trader Wealth Management, LLC

Name: Trader Wealth Management, LLC — Trader Wealth, Form 5500 (2024)
Creator: Trader Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trader Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Trader Wealth Management, LLC's Trader Wealth Management, LLC Cash Balance Plan held $210K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

People on this filing

William HERR signed Trader Wealth Management, LLC's 2024 Form 5500 as plan administrator.

William HERR — 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

Trader Wealth Management, LLC's EIN is 26-2407811.

EIN 26-2407811

Plan number 002

Plan year 2024

ACK ID 20250924082430NAL0002915891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trader Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trader Wealth Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRADER WEALTH MANAGEMENT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score