Traction Capital Partners LLC's EIN is 83-1491268.
Download the official 2024 Form 5500 (PDF) for Traction Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Traction Capital Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $3.6M | 86.2% | |
| PIMCO Commodity Real Return Strategy Fund - Class R ** 61 * Templeton Foreign Fund - Class R | Mutual Funds | — | — | $951K | 23.1% | |
| Equity 500 Index | Common Collective Trusts | — | — | $881K | 21.4% | |
| Goldman Sachs Large Cap Growth Insights Fund - Class R | Other securities | — | — | $420K | 10.2% | |
| JP Morgan Value Opportunities | Other securities | — | — | $392K | 9.5% | |
| Fidelity VIP Investment Grade Bond Portfolio | Mutual Funds | — | — | $261K | 6.3% | |
| 1290 VT Natural Resources Portfolio - Class IB ** 358 * PIMCO Real Return Fund - Institutional Class or Class R | Mutual Funds | — | — | $132K | 3.2% | |
| Janus Henderson Triton Fund - Class R | Mutual Funds | — | — | $102K | 2.5% | |
| Undiscovered MGRS Behavioral Value R2 | Other securities | — | — | $94K | 2.3% | |
| DWS RREEF Real Estate Securities Fund - Class R | Other securities | — | — | $89K | 2.2% | |
| Equity Money Market | Cash / Money Market | — | — | $61K | 1.5% | |
| Invesco V.I. High Yield Fund | Mutual Funds | — | — | $59K | 1.4% | |
| Participant Loans through 2035 -0- | Participant loans | — | — | $49K | 1.2% | |
| Lord Abbett International Opportunities Fund - Class R3 ** 62 * T. Rowe Price Retirement 2060 Fund - Class R | Mutual Funds | — | — | $19K | 0.5% | |
| PGIM Global Real Estate Fund - Class R ** 393 * Neuberger Berman Mid Cap Growth Fund - Class R ** 489 * Eaton Vance Growth Fund - Class R | Other securities | — | — | $12K | 0.3% | |
| American Century Value Fund - Class R ** 366 * MFS Technology Fund - Class R1 | Mutual Funds | — | — | $10K | 0.3% | |
| T. Rowe Price Retirement 2050 Fund - Class R | Other securities | — | — | $10K | 0.2% | |
| American Funds Washington Mutual Investors Fund - Class R-2 | Mutual Funds | — | — | $7K | 0.2% | |
| BlackRock Mid Cap Dividend Fund - Class R | Other securities | — | — | $7K | 0.2% | |
| Equity Mid Cap Index Fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| American Funds New World Fund - Class R-2 | Mutual Funds | — | — | $6K | 0.2% | |
| BlackRock Advantage Global Fund - Class R | Other securities | — | — | $6K | 0.1% | |
| BlackRock Basic Value Fund - Class R | Other securities | — | — | $4K | <0.1% | |
| T. Rowe Price Retirement 2020 Fund - Class R | Other securities | — | — | $4K | <0.1% | |
| Invesco Small Cap Equity Fund - Class R | Mutual Funds | — | — | $3K | <0.1% | |
| MFS Massachusetts Investors Trust Fund - Class R ** 353 * MFS Growth Fund - Class R | Common Collective Trusts | — | — | $3K | <0.1% | |
| Franklin Utilities Fund - Class R | Mutual Funds | — | — | $2K | <0.1% | |
| Franklin Small-Mid Cap Growth Fund - Class R | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund - Class R | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2055 Fund - Class R | Other securities | — | — | $1K | <0.1% | |
| T. Rowe Price Retirement 2030 Fund - Class R ** 794 * T. Rowe Price Retirement 2040 Fund - Class R ** 345 * T. Rowe Price Retirement 2045 Fund - Class R | Other securities | — | — | $1K | <0.1% | |
| PIMCO Total Return ESG Fund - Class IB | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
