How big is Traverse Group, LLC's plan?

Traverse Group, LLC's plan reported $381K in assets and 7 participants for 2024.

Original filing (PDF)20250605105458NAL0020269232001

Traverse Group, LLC

Name: Traverse Group, LLC — Traverse Group, LLC 401(k), Form 5500 (2024)
Creator: Traverse Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Traverse Group, LLC 401(k) Plan

401(k) retirement plan · Traverse Group, LLC's Traverse Group, LLC 401(k) Plan held $381K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

Plan identifiers

Traverse Group, LLC's EIN is 81-1579922.

EIN 81-1579922

Plan number 001

Plan year 2024

ACK ID 20250605105458NAL0020269232001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Traverse Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAVERSE GROUP, 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