How big is Trading Counsel Solutions, LLC's plan?

Trading Counsel Solutions, LLC's plan reported $1.3M in assets and 1 participants for 2024.

Original filing (PDF)20251022145322NAL0001482161001

Trading Counsel Solutions, LLC

Name: Trading Counsel Solutions, LLC — Trading Counsel, Form 5500 (2024)
Creator: Trading Counsel Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trading Counsel Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Trading Counsel Solutions, LLC's Trading Counsel Solutions, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Trading Counsel Solutions, LLC's EIN is 81-1145423.

EIN 81-1145423

Plan number 002

Plan year 2024

ACK ID 20251022145322NAL0001482161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trading Counsel Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trading Counsel Solutions, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

TRADING COUNSEL SOLUTIONS, LLC

EIN

all filings

Address

1124 DANTE STREET · NEW ORLEANS, LA · 70118

Phone

(917) 715-3524

Industry

Professional & Technical Services

Plan administrator