How big is Tradier Inc.'s plan?

Tradier Inc.'s plan reported $437K in assets and 36 participants for 2024.

Original filing (PDF)20250630153158NAL0027805410001

Tradier Inc.

Name: Tradier Inc. — Tradier Inc. 401(k) Plan, Form 5500 (2024)
Creator: Tradier Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tradier Inc. 401(k) Plan

401(k) retirement plan · Tradier Inc.'s Tradier Inc. 401(k) Plan held $437K in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

People on this filing

Shirley Horner signed Tradier Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Tradier Inc.'s EIN is 45-4219079.

EIN 45-4219079

Plan number 001

Plan year 2024

ACK ID 20250630153158NAL0027805410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tradier Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tradier Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRADIER INC

EIN

all filings

Address

3420 TORINGDON WAY #300 · SUITE 300 · CHARLOTTE, NC · 28277

Phone

(720) 560-8258

Industry

Finance & Insurance

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

2025-06-30

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Fanning Investment Partners, Inc.

Fanning Investment Partners 401(k) Plan

$437K · 2 participants

Harwood Investment Strategies

Harwood Investment Strategies 401(k) Plan

$435K · 3 participants

MJC Wealth Management, LLC

MJC Wealth Management, LLC 401(k) Plan

$439K · 2 participants

Altus Wealth Management

Altus Wealth Management 401(k) Plan

$440K · 3 participants

MML Management, Inc.

MML Management, Inc. Employees' 401(k) Profit Sharing Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.