Carlos Trapaga signed Trafon Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trafon Group, Inc.'s EIN is 66-0564639.
Download the official 2024 Form 5500 (PDF) for Trafon Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trafon Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MNGT | $1K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE 2035 PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $150K | 12.1% | |
| VALUE OF INTEREST IN REGISTERED INV CO EATON VANCE ATLANTA CAP SMID CAP A | Common Stocks | — | — | $108K | 8.8% | |
| VALUE OF INTEREST IN REGISTERED INV CO AMERICAN FUNDS INTL GR & INC R3 | Mutual Funds | — | — | $106K | 8.6% | |
| PUTNAM RETIREMENT ADVANTAGE 2040 PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $78K | 6.3% | |
| FIXED ANNUITY OPTION * KEY GUARANTEED PORTFOLIO FUND | Other securities | — | — | $76K | 6.2% | |
| VALUE OF INTEREST IN REGISTERED INV CO PIMCO REAL RETURN A | Mutual Funds | — | — | $71K | 5.8% | |
| VALUE OF INTEREST IN REGISTERED INV CO BNY MELLON OPP MIDCAP VALUE A | Common Stocks | — | — | $67K | 5.4% | |
| VALUE OF INTEREST IN REGISTERED INV CO LORD ABBETT HIGH YIELD | Mutual Funds | — | — | $64K | 5.2% | |
| VALUE OF INTEREST IN REGISTERED INV CO GOLDMAN SACHS SMALL CAP GR INSIGHTS | Common Stocks | — | — | $63K | 5.1% | |
| VALUE OF INTEREST IN REGISTERED INV CO FIDELITY ADVISOR MEGA CAP A | Mutual Funds | — | — | $60K | 4.8% | |
| VALUE OF INTEREST IN REGISTERED INV CO GOLDMAN SACHS SMALL VALUE FUND | Common Stocks | — | — | $57K | 4.6% | |
| VALUE OF INTEREST IN REGISTERED INV CO FIDELITY ADVISOR LARGE CAP A | Mutual Funds | — | — | $56K | 4.6% | |
| VALUE OF INTEREST IN REGISTERED INV CO BLACK ROCK EQUITY DIVIDEND A | Common Stocks | — | — | $39K | 3.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2050 PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $33K | 2.7% | |
| PUTNAM RETIREMENT ADVANTAGE MATURIT PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $27K | 2.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2060 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $24K | 1.9% | |
| COLLECTIVE TRUST FUND PUTNAM DYNAMIC ASSET ALLOC GR | Common Collective Trusts | — | — | $21K | 1.7% | |
| PUTNAM RETIREMENT ADVANTAGE 2045 PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $19K | 1.6% | |
| VALUE OF INTEREST IN REGISTERED INV CO CLEARBRIDGE MID CAP CLASS A 0 VALUE OF INTEREST IN REGISTERED INV CO AMERICAN FUNDS AMCAP FUND | Mutual Funds | — | — | $13K | 1.1% | |
| PUTNAM RETIREMENT ADVANTAGE 2025 PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263 | Common Collective Trust | — | — | $12K | 1.0% | |
| VALUE OF INTEREST IN REGISTERED INV CO COLUMBIA QUALITY INCOME A | Common Stocks | — | — | $9K | 0.7% | |
| VALUE OF INTEREST IN REGISTERED INV CO JANUS HENDERSON ADPTVE RISK MNG | Mutual Funds | — | — | $7K | 0.5% | |
| VALUE OF INTEREST IN REGISTERED INV CO INVESCO GROWTH & INCOME A | Mutual Funds | — | — | $5K | 0.4% | |
| PUTNAM RETIREMENT ADVANTAGE 2055 PUTNAM INVESTMENTS · EIN 27-3616920 / PN 275 | Common Collective Trust | — | — | $4K | 0.3% | |
| VALUE OF INTEREST IN REGISTERED INV CO T ROWE PRICE REAL ESTATE ADVISOR | Mutual Funds | — | — | $3K | 0.2% | |
| PUTNAM RETIREMENT ADVANTAGE 2030 PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $854 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| B RILEY WEALTH MANAGEMENT INC |
| — |
| MEMPHIS, TN |
| INVESTMENT ADVISOR |
| $6K |
| — |
| SAN BLAS SECURITIES LLC | — | ATLANTA, GA | INVESTMENT ADVISOR | $303 | — |
