Tracelink 401(K) Plan — Form 5500 plan (Tracelink, 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, Tracelink 401(K) Plan is a benefit plan reported by Tracelink, Inc. under EIN 80-0451564 and plan number 001. The latest loaded filing year is 2023. The filing reports 521 participants and $48,023,825 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tracelink, Inc.
EIN
80-0451564
Plan number
001
Plan type
2
Location
Wilmington, MA
Latest filing year
2023
Participants
521
End-of-year plan assets
$48,023,825

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023521H, C20240827122038NAL0019706480001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,023,825
Total liabilities (EOY)
$0
Net assets (EOY)
$48,023,825
Net assets (BOY)
$36,323,261

Income & contributions

Employer contributions
$1,719,980
Participant contributions
$5,670,431
Total contributions
$7,507,364
Total income / additions
$15,065,823

Expenses & distributions

Benefits paid
$3,314,254
Administrative expenses
$51,005
Total expenses
$3,365,259
Net increase / (decrease)
$11,700,564

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncADVISOR$27,375not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,630$02023

Related Form 5500 pages