How big is Trankler Wealth Management LLC's plan?

Trankler Wealth Management LLC's plan reported $1.0M in assets and 4 participants for 2022.

Original filing (PDF)20230412094606NAL0003506001001

Trankler Wealth Management LLC

Name: Trankler Wealth Management LLC — Trankler Wealth, Form 5500 (2022)
Creator: Trankler Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trankler Wealth Management LLC 401(k) Plan

401(k) retirement plan · Trankler Wealth Management LLC's Trankler Wealth Management LLC 401(k) Plan held $1.0M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Trankler Wealth Management LLC's EIN is 46-0627627.

EIN 46-0627627

Plan number 001

Plan year 2022

ACK ID 20230412094606NAL0003506001001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Trankler Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Trankler Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRANKLER WEALTH MANAGEMENT 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score