Original filing (PDF)20230412094606NAL0003506001001

TRANKLER WEALTH MANAGEMENT LLC

Name: TRANKLER WEALTH MANAGEMENT LLC — TRANKLER WEALTH MANAGEMENT LLC 401(K) PLAN, Form 5500 (2022)
Creator: TRANKLER WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

TRANKLER WEALTH MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRANKLER WEALTH MANAGEMENT LLC.

Plan sponsor

Name

TRANKLER WEALTH MANAGEMENT LLC

EIN

46-0627627

Address

7203 ADMIRALS PARK DRIVE · JONESTOWN, TX · 78645

Phone

(636) 432-1552

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-12

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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