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Original filing (PDF)20250812102309NAL0011306176001
TRAXXAS, L.P.
Form 5500
FILING_RECEIVED
TRAXXAS, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
179
Accounts w/ balance
213
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.9M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAXXAS, L.P..
Plan sponsor
Name
TRAXXAS, L.P.
EIN
43-2019810
Address
6250 TRAXXAS WAY · MCKINNEY, TX · 75070
Phone
(972) 549-3208
Industry
Wholesale Tradesee 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
2025-08-12
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
Investments
34 direct securities· $33.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2030 R6 Registered Investment Company | — | — | — | $7.3M | 21.5% | |
| Empower Annuity Insurance Company of America Guaranteed Investment Contract, 1.45% interest as of December 31, 2024 | — | — | — | $6.0M | 17.7% | |
| JPMorgan SmartRetirement 2035 R6 Registered Investment Company | — | — | — | $3.3M | 9.7% | |
| Vanguard 500 Index Admiral Registered Investment Company | — | — | — | $2.8M | 8.2% | |
| JPMorgan SmartRetirement 2040 R6 Registered Investment Company | — | — | — | $1.8M | 5.4% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | — | — | — | $1.2M | 3.7% | |
| Vanguard Total Bond Market Index Admiral Registered Investment Company | — | — | — | $1.1M | 3.4% | |
| JPMorgan SmartRetirement 2050 R6 Registered Investment Company | — | — | — | $1.1M | 3.2% | |
| JPMorgan SmartRetirement 2045 R6 Registered Investment Company | — | — | — | $868K | 2.6% | |
| JPMorgan SmartRetirement 2025 R6 Registered Investment Company | — | — | — | $792K | 2.3% | |
| Vanguard Equity Income Fund Registered Investment Company | — | — | — | $767K | 2.3% | |
| JPMorgan SmartRetirement 2055 R6 Registered Investment Company | — | — | — | $732K | 2.2% | |
| maturing through October 2029 | — | — | — | $660K | 1.9% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $639K | 1.9% | |
| JPMorgan SmartRetirement Income R6 Registered Investment Company | — | — | — | $413K | 1.2% | |
| Vanguard Mid Cap Index Fund - Admiral Registered Investment Company | — | — | — | $402K | 1.2% | |
| Pimco Diversified Inc Institutional Registered Investment Company | — | — | — | $349K | 1.0% | |
| PGIM Jennison Growth Z Registered Investment Company | — | — | — | $333K | 1.0% | |
| Victory Sycamore Established Value I Registered Investment Company | — | — | — | $320K | 0.9% | |
| JPMorgan SmartRetirement 2060 R6 Registered Investment Company | — | — | — | $317K | 0.9% | |
| DFA US Targeted Value I Registered Investment Company | — | — | — | $280K | 0.8% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | — | — | — | $271K | 0.8% | |
| AMG Yacktman 1 Registered Investment Company | — | — | — | $259K | 0.8% | |
| MFS International Diversification R6 Registered Investment Company | — | — | — | $249K | 0.7% | |
| Oakmark International Institutional Registered Investment Company | — | — | — | $211K | 0.6% | |
| Empower T. Rowe Price Mid Cap GR Inst Registered Investment Company | — | — | — | $209K | 0.6% | |
| AB Small Cap Growth Z Registered Investment Company | — | — | — | $200K | 0.6% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $197K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Registered Investment Company | — | — | — | $176K | 0.5% | |
| American Funds Bond Fund of Amer R6 Registered Investment Company | — | — | — | $162K | 0.5% | |
| Franklin Utilities Adv Registered Investment Company | — | — | — | $135K | 0.4% | |
| JPMorgan SmartRetirement 2020 R6 Registered Investment Company | — | — | — | $116K | 0.3% | |
| Invesco Oppenheimer Gold & Special Mine Y Registered Investment Company | — | — | — | $110K | 0.3% | |
| Pimco Real Return Institutional Registered Investment Company | — | — | — | $79K | 0.2% |
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