Trajector Medical, LLC's EIN is 47-1965243.
Download the official 2024 Form 5500 (PDF) for Trajector Medical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trajector Medical, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $67K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $2.8M | 18.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.1M | 7.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.1M | 7.5% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $1.1M | 7.3% | |
| MFS INTL DIVERSIFICATION R6 | Mutual Funds | — | — | $1.1M | 7.1% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $932K | 6.2% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $852K | 5.7% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $785K | 5.3% | |
| FIDELITY MID CAP INDEX | Mutual Funds | — | — | $748K | 5.0% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $467K | 3.1% | |
| FIDELITY SMALL CAP INDEX | Mutual Funds | — | — | $402K | 2.7% | |
| EI FIXED ACCOUNT - SERIES CLASS I | Other securities | — | — | $312K | 2.1% | |
| Notes receivable from participants (4.25% to 9.50%) | Bonds / Notes | — | — | $289K | 1.9% | |
| JPMORGAN EMERGING MARKETS EQUITY R6 | Other securities | — | — | $274K | 1.8% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $234K | 1.6% | |
| JPMORGAN INTERNATIONAL EQUITY R6 | Other securities | — | — | $233K | 1.6% | |
| BLACKROCK 20/80 TARGET ALLOCATION K | Other securities | — | — | $197K | 1.3% | |
| T. ROWE PRICE DIVIDEND GROWTH I | Other securities | — | — | $188K | 1.3% | |
| FRANKLIN REAL ESTATE SECURITIES R6 | Mutual Funds | — | — | $180K | 1.2% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $152K | 1.0% | |
| BLACKROCK 40/60 TARGET ALLOCATION K | Other securities | — | — | $152K | 1.0% | |
| FIDELITY ADVISOR FOCUSED EMERGING MRKT Z | Mutual Funds | — | — | $150K | 1.0% | |
| PGIM QMA INTERNATIONAL EQUITY R6 | Other securities | — | — | $138K | 0.9% | |
| JPMORGAN INVESTOR GROWTH R6 | Other securities | — | — | $121K | 0.8% | |
| MFS CORPORATE BOND R6 | Mutual Funds | — | — | $98K | 0.7% | |
| AMERICAN CENTURY EQUITY INCOME R6 | Other securities | — | — | $96K | 0.6% | |
| FIDELITY ADVISOR TOTAL BOND Z | Mutual Funds | — | — | $94K | 0.6% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $74K | 0.5% | |
| JANUS HENDERSON GLOBAL TECH INNOVATION N | Mutual Funds | — | — | $73K | 0.5% | |
| MFS VALUE R6 | Mutual Funds | — | — | $72K | 0.5% | |
| MFS CORE EQUITY R6 | Mutual Funds | — | — | $63K | 0.4% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $51K | 0.3% | |
| JPMORGAN SMALL CAP GROWTH R6 | Other securities | — | — | $41K | 0.3% | |
| T. ROWE PRICE SMALL-CAP VALUE I | Other securities | — | — | $40K | 0.3% | |
| BLACKROCK HIGH YIELD BOND PORTFOLIO K | Other securities | — | — | $36K | 0.2% | |
| MFS MID CAP VALUE FUND (IS PLATFORM) | Mutual Funds | — | — | $23K | 0.2% | |
| FUTUREFUNDS SERIES ACCOUNT II EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $23K | 0.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY K | Other securities | — | — | $23K | 0.2% | |
| JENNISON INTNL EQ OPPTS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 847 | Pooled Separate Account | — | — | $21K | 0.1% | |
| BLACKROCK 80/20 TARGET ALLOCATION K | Other securities | — | — | $20K | 0.1% | |
| FIDELITY ADVISOR HEALTH CARE Z | Mutual Funds | — | — | $18K | 0.1% | |
| EMPOWER MULTI-SECTOR BOND INST | Other securities | — | — | $17K | 0.1% | |
| FIDELITY ADVISOR INTL SMALL CAP Z | Mutual Funds | — | — | $15K | <0.1% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 | Other securities | — | — | $13K | <0.1% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $7K | <0.1% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM GOVERNMENT INCOME R6 | Other securities | — | — | $3K | <0.1% | |
| MFS INTL GROWTH EQUITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 839 | Pooled Separate Account | — | — | $306 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NPPG RECORD KEEPING SOLUTIONS | — | SHREWBURY, NJ | CONTRACT ADMIN | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WARREN AVERETT, LLC | — | BIRMINGHAM, AL | AUDITOR | $12K | — |
