How big is Trankler Wealth Management LLC's plan?

Trankler Wealth Management LLC's plan reported $304K in assets and 2 participants for 2023.

Original filing (PDF)20240506132042NAL0034252769001

Trankler Wealth Management LLC

Name: Trankler Wealth Management LLC — Tinker LLC 401(k), Form 5500 (2023)
Creator: Trankler Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tinker LLC 401(k) Plan

401(k) retirement plan · Trankler Wealth Management LLC's Tinker LLC 401(k) Plan held $304K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

Plan identifiers

Trankler Wealth Management LLC's EIN is 92-1237859.

EIN 92-1237859

Plan number 001

Plan year 2023

ACK ID 20240506132042NAL0034252769001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trankler Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trankler Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TRANKLER WEALTH MANAGEMENT LLC

EIN

all filings

Address

123 LAFAYETTE STREET, SUITE 110 · WASHINGTON, MO · 63090

Phone

(636) 432-1552

Industry

Finance & Insurance

Plan administrator