Trax 401(k) Plan
Sponsored by Trax Retail, Inc. · EIN 320481900 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 145
- With balances
- 215
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T. Rowe Price Rps, Inc. | Recordkeeping, Trustee (institutional), Trustee (directed) | $2,060 |
| Oakmark | Investment management, Shareholder servicing fees | $0 |
| Franklin Templeton | Investment management, Shareholder servicing fees | $0 |
| Jp Morgan Funds | Investment management, Shareholder servicing fees | $0 |
| Voya | Investment management, Shareholder servicing fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $10.2M | 145 | ack 20251003121225NAL0001361697001 |
| 01/01/2021 | $7.1M | 227 | ack 20250609104536NAL0010922579001 |
| 01/01/2020 | $5.0M | 237 | ack 20250609104423NAL0010921795001 |