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  2. 1 TRADE FWDING, INC.
Sponsor portfolio

1 TRADE FWDING, INC.

EIN 20-3213703-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$6.3M assets
Welfare
0
Participants
25
2857 BASSWOOD BLVD, SUITE 521 - FORT WORTH, TX 76131817-310-0222
Plans on this EIN
2 filings
#001401k-$4.1M - 13 part#002CashBalance-$2.2M - 12 part

Retirement portfolio analytics

2 plans aggregated / $6.3M assets / 25 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • PROFIT SHARING PLAN (#001)65%
  • CASH BALANCE PENSION (#002)35%
Total $6.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PENSION (#002)12
Total 25Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

1 TRADE LOGISTICS 401(K) PROFIT SHARING PLAN

401k

Assets$4.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

1 TRADE LOGISTICS CASH BALANCE PENSION PLAN

CashBalance

Assets$2.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
0011 TRADE LOGISTICS 401(K) PROFIT SHARING PLAN401k$4.1M132025
0021 TRADE LOGISTICS CASH BALANCE PENSION PLANCashBalance$2.2M122024
Retirement plans
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