Original filing (PDF)20250710151856NAL0015391026001

TRACE CAPITAL MANAGEMENT LP

Name: TRACE CAPITAL MANAGEMENT LP — TRACE CAPITAL MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: TRACE CAPITAL MANAGEMENT LP

Form 5500-SF

FILING_RECEIVED

TRACE CAPITAL MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

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.

Decision-maker contacts

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

Plan sponsor

Name

TRACE CAPITAL MANAGEMENT LP

EIN

88-2611407all filings

Address

1400 POST OAK BLVD · SUITE 1000 · HOUSTON, TX · 77056

Phone

(713) 217-2722

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ILG LLC

ILG FINANCIAL 401(K) PLAN

$799K · 8 participants

FYRA LLC

FYRA LLC 401(K) PLAN

$799K · 28 participants

INNREG LLC

INNREG LLC 401(K)

$799K · 2 participants

VALUES FIRST ADVISORS, INC.

VALUES FIRST ADVISORS, INC. 401(K) PROFIT SHARING PLAN AND TRUST()

$799K · 13 participants

HELIUM FINANCIAL GROUP LLC

HELIUM FINANCIAL GROUP LLC 401(K) PLAN

$798K · 24 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.