How big is Trajan Wealth, LLC's plan?

Trajan Wealth, LLC's plan reported $2.6M in assets and 47 participants for 2024.

Original filing (PDF)20251014105827NAL0001253203001

Trajan Wealth, LLC

Name: Trajan Wealth, LLC — Trajan Wealth, LLC Cash Balance, Form 5500 (2024)
Creator: Trajan Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trajan Wealth, LLC Cash Balance Plan

Defined-benefit pension plan · Trajan Wealth, LLC's Trajan Wealth, LLC Cash Balance Plan held $2.6M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Trajan Wealth, LLC's EIN is 45-2884769.

EIN 45-2884769

Plan number 001

Plan year 2024

ACK ID 20251014105827NAL0001253203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trajan Wealth, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off