Bonnie Martin signed Trachte, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trachte, LLC's EIN is 39-0992606.
Download the official 2024 Form 5500 (PDF) for Trachte, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trachte, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $40K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| % 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 | — |
| GLOBAL RETIREMENT PARTNERS LLC |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $22K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEAK RETIREMENT GROUP | — | MADISON, WI | CONTRACT ADMIN | $13K | — |
