How big is Traction Financial Partners' plan?

Traction Financial Partners' plan reported $336K in assets and 6 participants for 2024.

Original filing (PDF)20250731111228NAL0002530323001

Traction Financial Partners

Name: Traction Financial Partners — Traction Financial, Form 5500 (2024)
Creator: Traction Financial Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Traction Financial Partners 401(k) Plan

401(k) retirement plan · Traction Financial Partners' Traction Financial Partners 401(k) Plan held $336K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

Plan identifiers

Traction Financial Partners' EIN is 84-2313719.

EIN 84-2313719

Plan number 001

Plan year 2024

ACK ID 20250731111228NAL0002530323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Traction Financial Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Traction Financial Partners' plan includes profit-sharing, 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 TRACTION FINANCIAL PARTNERS.

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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