2023 Form 5500 filing — Trax 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250609105047NAL0014126593001) for Trax 401(K) Plan, reported by Trax Retail, Inc. under EIN 32-0481900 and plan number 001. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250609105047NAL0014126593001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trax Retail, Inc.
- EIN
- 32-0481900
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,263,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,263,132
- Employer contributions
- $25,080
- Participant contributions
- $1,379,258
- Total income / additions
- $2,966,992
- Benefits paid
- $1,478,541
- Administrative expenses
- $1,970
- Total expenses
- $1,481,763
- Net increase / (decrease)
- $1,485,229
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,970 | $0 |
| Oakmark | NONE | $0 | $0 |
| Franklin Templeton | NONE | $0 | $0 |
| Jp Morgan Funds | NONE | $0 | $0 |
| Voya Investments | NONE | $0 | $0 |