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Original filing (PDF)20251105155540NAL0007764739001
TRAFFIC MANAGEMENT LLC
Form 5500
FILING_RECEIVED
TRAFFIC MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
834
Accounts w/ balance
805
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAFFIC MANAGEMENT LLC.
Plan sponsor
Name
TRAFFIC MANAGEMENT LLC
EIN
95-4547268
Address
4900 AIRPORT PLAZA DRIVE, SUITE 300 · LONG BEACH, CA · 90815
Phone
(562) 264-2340
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3744561
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-05
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
SINGERLEWAK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $57K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BGW WEALTH ADVISORS LLC | 56-2219582 | — | ADVISOR | $40K | — |
Investments
26 direct securities · 1 pooled fund· $18.9M(97% of reported assets)
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.
Uncategorized
$18.9M
26 holdings
Common Collective Trust
$57K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock BLKRK LP IDX 2050 K | — | — | — | $3.0M | 15.2% | |
| BlackRock BLKRK LP IDX 2040 K | — | — | — | $2.7M | 14.0% | |
| BlackRock BLKRK LP IDX 2035 K | — | — | — | $2.5M | 13.0% | |
| BlackRock BLKRK LP IDX 2045 K | — | — | — | $2.5M | 12.7% | |
| BlackRock BLKRK LP IDX 2055 K | — | — | — | $1.8M | 9.3% | |
| BlackRock BLKRK LP IDX 2030 K | — | — | — | $1.3M | 6.6% | |
| BlackRock BLKRK LP IDX RTMT K | — | — | — | $1.2M | 6.0% | |
| BlackRock BLKRK LP IDX 2060 K | — | — | — | $1.1M | 5.4% | |
| Cash equivalents * Fidelity Investments Institutional Fidelity Government Market K6 | — | — | — | $968K | 5.0% | |
| Fidelity Investments Institutional FID 500 INDEX | — | — | — | $784K | 4.0% | |
| PGIM Investments PGIM TOTAL RTN BD R6 | — | — | — | $216K | 1.1% | |
| Registered Investment Companies * Fidelity Investments Institutional FID BLUE CHIP GR K | — | — | — | $195K | 1.0% | |
| Hartford HTFD INTL OPPS R6 | — | — | — | $167K | 0.9% | |
| BlackRock BLKRK LP IDX 2065 K | — | — | — | $138K | 0.7% | |
| Fidelity Investments Institutional FID MID CAP IDX | — | — | — | $132K | 0.7% | |
| Fidelity Investments Institutional FID SM CAP IDX | — | — | — | $80K | 0.4% | |
| Allspring AS SPL MID CP VAL IS | — | — | — | $67K | 0.3% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $57K | 0.3% | |
| Delaware Funds DE IVY EM MKTS EQ R6 | — | — | — | $46K | 0.2% | |
| JP Morgan JPM LARGE CAP VAL R6 | — | — | — | $31K | 0.2% | |
| Self Directed Brokerage Account Exxon Mobil Exxon Mobil Corporation (XOM) | — | — | — | $26K | 0.1% | |
| Vanguard VAN REAL EST IDX ADM | — | — | — | $22K | 0.1% | |
| PIMCO PIM INTL BD US$H I 443 PIMCO PIM REAL RETURN INST | — | — | — | $13K | <0.1% | |
| TRP DIVERS MDCP GR I | — | — | — | $8K | <0.1% | |
| Fidelity Investments Institutional Fidelity Cash Reserves | — | — | — | $6K | <0.1% | |
| TRP QM US SMCP GR I | — | — | — | $2K | <0.1% | |
| Fidelity Investments Institutional Fidelity Ethereum Fund | — | — | — | $2K | <0.1% |
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