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Original filing (PDF)20251009113815NAL0003531315001
TRACHTE, LLC
Form 5500
FILING_RECEIVED
TRACHTE, LLC 401(K) PLAN
401(k) retirement plan
Active participants
313
Accounts w/ balance
372
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRACHTE, LLC.
Plan sponsor
Name
TRACHTE, LLC
EIN
39-0992606
Address
422 N. BURR OAK AVE · OREGON, WI · 53575
Phone
(608) 835-5707
Industry
Constructionsee all
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $22K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
Investments
7 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | $0 | — |
| SMALL CAP VALUE FUND II FEE CLASSR1 GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 20-0937408 / PN 202 | Common Collective Trust | $0 | — |
| LARGE CAP GROWTH FUND II FEE CL R1 GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | $0 | — |
| EMERGING MARKETS FUND CLASS R1 GREAT GRAY · EIN 86-1819869 / PN 672 | Common Collective Trust | $0 | — |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | $0 | — |
| MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630 | Common Collective Trust | $0 | — |
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