How big is Pretrax Inc.'s plan?

Pretrax Inc.'s plan reported $1.2M in assets and 10 participants for 2024.

Original filing (PDF)20250925142552NAL0007715697001

Pretrax Inc.

Name: Pretrax Inc. — Pretrax Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Pretrax Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pretrax Inc. Cash Balance Plan

Defined-benefit pension plan · Pretrax Inc.'s Pretrax Inc. Cash Balance Plan held $1.2M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Anthony Warren signed Pretrax Inc.'s 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Pretrax Inc.'s EIN is 34-1762351.

EIN 34-1762351

Plan number 002

Plan year 2024

ACK ID 20250925142552NAL0007715697001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pretrax Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pretrax Inc.'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 PRETRAX INC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

PRETRAX INC

EIN

all filings

Address

10 CENTER STREET #4 · CHAGRIN FALLS, OH · 44022

Phone

(440) 247-1600

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

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 providers

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