Tram, Inc. 401(K) Retirement Plan — Form 5500 plan (Tram, 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, Tram, Inc. 401(K) Retirement Plan is a benefit plan reported by Tram, Inc. under EIN 38-2674223 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,838 participants and $134,395,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tram, Inc.
- EIN
- 38-2674223
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MI
- Latest filing year
- 2023
- Participants
- 1,838
- End-of-year plan assets
- $134,395,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,838 | H, C | 20240729101803NAL0042058498001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,395,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,395,414
- Net assets (BOY)
- $117,551,716
Income & contributions
- Employer contributions
- $3,906,296
- Participant contributions
- $8,011,259
- Total contributions
- $12,292,511
- Total income / additions
- $29,586,494
Expenses & distributions
- Benefits paid
- $12,677,448
- Administrative expenses
- $65,378
- Total expenses
- $12,742,796
- Net increase / (decrease)
- $16,843,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | INVESTMENT ADVISORY | $0 | $68,212 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,378 | $1,413 | 2023 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $56,788 | 2023 |
| Plante & Moran, Pllc | ACCOUNTANT | $0 | $27,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tram, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Plymouth, MI
- Concurrent Investment Advisors, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Fin Svcs Advisors — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation