How big is Trade TASK Group's plan?

Trade TASK Group's plan reported $798K in assets and 4 participants for 2024.

Original filing (PDF)20250910123506NAL0035077008001

Trade TASK Group

Name: Trade TASK Group — Trade TASK Group 403(b) Plan, Form 5500 (2024)
Creator: Trade TASK Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trade TASK Group 403(b) Plan

403(b) retirement plan · Trade TASK Group's Trade TASK Group 403(b) Plan held $798K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

SUE Lambert signed Trade TASK Group's 2024 Form 5500 as plan administrator.

SUE Lambert — 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

Trade TASK Group's EIN is 91-1271882.

EIN 91-1271882

Plan number 001

Plan year 2024

ACK ID 20250910123506NAL0035077008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trade TASK Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trade TASK Group's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRADE TASK GROUP.

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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