How big is Tradelink LLC's plan?

Tradelink LLC's plan reported $32.5M in assets and 86 participants for 2024.

Original filing (PDF)20251003144000NAL0001518929001

Tradelink LLC

Name: Tradelink LLC — Tradelink LLC 401(k) Profit Sharing, Form 5500 (2024)
Creator: Tradelink LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tradelink LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Tradelink LLC's Tradelink LLC 401(k) Profit Sharing Plan held $32.5M in plan assets for 86 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$32.5M

Net assets (EOY)

$32.5M

People on this filing

Harlan Moeckler signed Tradelink LLC's 2024 Form 5500 as plan administrator.

Harlan Moeckler — 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

Tradelink LLC's EIN is 36-3920539.

EIN 36-3920539

Plan number 001

Plan year 2024

ACK ID 20251003144000NAL0001518929001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Bottom-decile employer contributions per participant (3rd percentile).

Helping the score

High average account balance (99th percentile).

Plan sponsor

Name

TRADELINK LLC

EIN

all filings

Address

71 SOUTH WACKER DRIVE · SUITE 1900 · CHICAGO, IL · 60606

Phone

(312) 264-2000

Industry

Finance & Insurance

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

2025-10-03

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$18K	—

Investments

31 direct securities· $31.9M(98% of reported assets)

Mutual Funds

$16.4M

20 holdings

Common Collective Trusts

$11.8M

5 holdings

Other securities

$3.0M

4 holdings

U.S. Treasuries

$685K

1 holding

Bonds / Notes

$64K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$7.7M	23.7%
Fidelity Investments Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$3.3M	10.2%
Vanguard Treasury Money Market Fund	Mutual Funds	—	—	$2.9M	8.9%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.5M	4.7%
JP Morgan JPMorgan Large Capital Growth Fund	Other securities	—	—	$1.3M	3.9%
Fidelity Investments Fidelity Growth Strategies Fund Class K	Mutual Funds	—	—	$1.2M	3.6%
Fidelity Investments Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$1.1M	3.4%
Fidelity Investments Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$1.1M	3.4%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$1.1M	3.3%
Fidelity Investments Fidelity Capital & Income Fund	Mutual Funds	—	—	$1.1M	3.3%
Fidelity Investments Fidelity Inflation-Protected Bond Index Fund	Common Collective Trusts	—	—	$806K	2.5%
Fidelity Investments Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$791K	2.4%
JP Morgan JPMorgan U.S. Value Fund Class R6	Other securities	—	—	$782K	2.4%
Fidelity Investments Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$769K	2.4%
Fidelity Investments Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$724K	2.2%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$717K	2.2%
Fidelity Investments Fidelity Short-Term Treasury Bond Index Fund	U.S. Treasuries	—	—	$685K	2.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$621K	1.9%
Fidelity Investments Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$580K	1.8%
Ivy Investments Delaware Ivy Systematic Emerging Markets Equity Fund	Other securities	—	—	$520K	1.6%
American Funds American Funds Growth and Income Portfolio	Mutual Funds	—	—	$440K	1.4%
American Century American Century Investments Mid Cap Value Fund	Other securities	—	—	$423K	1.3%
Fidelity Investments Fidelity Small Cap Value Fund	Mutual Funds	—	—	$421K	1.3%
Fidelity Investments Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$388K	1.2%
PIMCO Diversified Incomes Fund	Mutual Funds	—	—	$369K	1.1%
Fidelity Investments Fidelity International Value Fund	Mutual Funds	—	—	$364K	1.1%
Fidelity Investments Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$104K	0.3%
Fidelity Investments Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$100K	0.3%
Participants Participant loans with interest rates of 4.50% to 8.50%, maturity through December 2027	Bonds / Notes	—	—	$64K	0.2%
Fidelity Investments Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$39K	0.1%
Fidelity Investments Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$13K	<0.1%