Trax 401(K) Plan — Form 5500 plan (Trax Retail, Inc.)
Plain-English plan 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, Trax 401(K) Plan is a benefit plan reported by Trax Retail, Inc. under EIN 32-0481900 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $8,263,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trax Retail, Inc.
- EIN
- 32-0481900
- Plan number
- 001
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
- Participants
- 328
- End-of-year plan assets
- $8,263,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 328 | H, C | 20250609105047NAL0014126593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,263,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,263,132
- Net assets (BOY)
- $6,777,903
Income & contributions
- Employer contributions
- $25,080
- Participant contributions
- $1,379,258
- Total contributions
- $1,532,703
- Total income / additions
- $2,966,992
Expenses & distributions
- Benefits paid
- $1,478,541
- Administrative expenses
- $1,970
- Total expenses
- $1,481,763
- Net increase / (decrease)
- $1,485,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,970 | $0 | 2023 |
| Oakmark | NONE | $0 | $0 | 2023 |
| Franklin Templeton | NONE | $0 | $0 | 2023 |
| Jp Morgan Funds | NONE | $0 | $0 | 2023 |
| Voya Investments | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trax Retail, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Boston, MA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Oakmark — Schedule C compensation
- Franklin Templeton — Schedule C compensation
- Jp Morgan Funds — Schedule C compensation
- Voya Investments — Schedule C compensation