How big is TRAN Capital Management LLC's plan?

TRAN Capital Management LLC's plan reported $44K in assets and 65 participants for 2024.

Original filing (PDF)20250630095301NAL0017138496001

TRAN Capital Management LLC

Name: TRAN Capital Management LLC — TRAN Capital, Form 5500 (2024)
Creator: TRAN Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TRAN Capital Management, LLC 401(k) Plan

401(k) retirement plan · TRAN Capital Management LLC's TRAN Capital Management, LLC 401(k) Plan held $44K in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Loan TRAN signed TRAN Capital Management LLC's 2024 Form 5500 as plan administrator.

Loan TRAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TRAN Capital Management LLC's EIN is 87-3911782.

EIN 87-3911782

Plan number 001

Plan year 2024

ACK ID 20250630095301NAL0017138496001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TRAN Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TRAN Capital Management LLC's plan includes profit-sharing, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off