Original filing (PDF)20250807123335NAL0004248208001

Traders General Agency, Inc.

Name: Traders General Agency, Inc. — Traders General, Form 5500 (2024)
Creator: Traders General Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Traders General Agency, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Traders General Agency, Inc.'s Traders General Agency, Inc. 401(k) Profit Sharing Plan held $6.0M in plan assets for 154 participants in 2024, with Empower as recordkeeper.

Signals · 4

30% in single holdingCorrective distributions issuedHigh average account balance~94 bps in Sched C fees

Active participants

154

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

How this plan invests

This plan

23 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (22nd percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRADERS GENERAL AGENCY, INC..

Plan sponsor

Name

TRADERS GENERAL AGENCY, INC.

EIN

26-3538168all filings

Address

9300 TROOST AVENUE P.O. BOX 24568 · KANSAS CITY, MO · 64131

Phone

(816) 333-6810

Industry

Management of Companies / Holdings

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

2025-08-07

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MARINER RETIREMENT ADVISORS LLC	—	OVERLAND PARK, KS	INVESTMENT ADVISOR	$23K	—

Investments

23 direct securities· $6.0M(100% of reported assets)

Mutual Funds

$3.8M

15 holdings

Common Collective Trusts

$1.8M

2 holdings

Other securities

$396K

5 holdings

Stable Value

$1K

1 holding

					% of plan
Empower US Gov't Securities Fund Mutual fund 313 Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$1.8M	30.2%
Fidelity US Bond Index Mutual fund	Mutual Funds	—	—	$985K	16.4%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$974K	16.2%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$609K	10.1%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$361K	6.0%
Fidelity Emerging Markets Index Mutual fund	Mutual Funds	—	—	$258K	4.3%
PIMCO RealPath Blend 2050 Mutual fund	Mutual Funds	—	—	$193K	3.2%
Various participants, interest rates * Notes Receivable from Particpants	Other securities	—	—	$170K	2.8%
MFS Growth R6 Mutual fund	Mutual Funds	—	—	$146K	2.4%
Invesco Discovery Mid Cap Growth Mutual fund	Mutual Funds	—	—	$93K	1.5%
Wasatch Core Growth Mutual fund	Other securities	—	—	$78K	1.3%
Empower Real Estate Index Mutual fund	Other securities	—	—	$78K	1.3%
American Funds EuroPacific Growth Mutual fund	Mutual Funds	—	—	$64K	1.1%
PIMCO RealPath Blend 2030 Mutual fund	Mutual Funds	—	—	$61K	1.0%
Empower Bond Index Mutual fund	Other securities	—	—	$45K	0.7%
Columbia Large Cap Value Mutual fund	Other securities	—	—	$26K	0.4%
MFS Mid Cap Value Mutual fund	Mutual Funds	—	—	$17K	0.3%
PIMCO RealPath Blend 2045 Mutual fund	Mutual Funds	—	—	$14K	0.2%
PIMCO RealPath Blend 2035 Mutual fund	Mutual Funds	—	—	$11K	0.2%
Empower S&P 500 Index Mutual fund	Common Collective Trusts	—	—	$11K	0.2%
PIMCO RealPath Blend 2055 Mutual fund	Mutual Funds	—	—	$5K	<0.1%
PIMCO RealPath Blend 2065 Mutual fund	Mutual Funds	—	—	$4K	<0.1%
Guaranteed Portfolio Fund Guaranteed investment contract	Stable Value	—	—	$1K	<0.1%