MS. Kelly Hagglund signed Trafera, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trafera, LLC's EIN is 84-3460434.
Download the official 2023 Form 5500 (PDF) for Trafera, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Trafera, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $44K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | GREENWOOD, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $16.0M | 98.4% | |
| FUTURE FUNDS SERIES ACCOUNT II OF G EMPOWER ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $238K | 1.5% | |
| [Assets held in participant loans] | Other | — | — | $14K | <0.1% |
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $26K |
| — |
