How big is The Tranel Financial Group, Ltd.'s plan?

The Tranel Financial Group, Ltd.'s plan reported $6.0M in assets and 34 participants for 2022.

Original filing (PDF)20230628161921NAL0008768432001

The Tranel Financial Group, Ltd.

Name: The Tranel Financial Group, Ltd. — The Tranel, Form 5500 (2022)
Creator: The Tranel Financial Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Tranel Financial Group, Ltd. 401(k) Plan

401(k) retirement plan · The Tranel Financial Group, Ltd.'s The Tranel Financial Group, Ltd. 401(k) Plan held $6.0M in plan assets for 34 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Eric CIMA signed The Tranel Financial Group, Ltd.'s 2022 Form 5500 as plan administrator.

Eric CIMA — 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

The Tranel Financial Group, Ltd.'s EIN is 36-3928839.

EIN 36-3928839

Plan number 001

Plan year 2022

ACK ID 20230628161921NAL0008768432001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for The Tranel Financial Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

The Tranel Financial Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TRANEL FINANCIAL GROUP, LTD..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score