How big is Trade Mason LLC's plan?

Trade Mason LLC's plan reported $88K in assets and 13 participants for 2025.

Original filing (PDF)20260427220959NAL0005148211047

Trade Mason LLC

Name: Trade Mason LLC — Trade Mason 401(k) Plan, Form 5500 (2025)
Creator: Trade Mason LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trade Mason 401(k) Plan

401(k) retirement plan · Trade Mason LLC's Trade Mason 401(k) Plan held $88K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Trade Mason LLC's EIN is 82-1219675.

EIN 82-1219675

Plan number 001

Plan year 2025

ACK ID 20260427220959NAL0005148211047

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trade Mason LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trade Mason LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRADE MASON LLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TRADE MASON LLC

EIN

all filings

Address

746 CAMINO CATALINA · SOLANA BEACH, CA · 92075

Phone

(717) 554-6062

Industry

Finance & Insurance

Plan administrator