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  2. TRAUNER CONSULTING SERVICES, INC.
Sponsor portfolio

TRAUNER CONSULTING SERVICES, INC.

EIN 22-2865241-construction-Latest filing 2025
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
54
1617 JOHN F KENNEDY BLVD. SUITE 475 - PHILADELPHIA, PA 19103215-814-6400traunerconsulting.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filings
#001401k-$6.3M - 28 part#002ESOP-$1.2M - 26 part

Retirement portfolio analytics

2 plans aggregated / $7.5M assets / 54 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • AND 401(K) Savings (#001)84%
  • EMPLOYEE STOCK OWNERSHIP (#002)16%
Total $7.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND 401(K) Savings (#001)28
  • EMPLOYEE STOCK OWNERSHIP (#002)26
Total 54Click 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

TRAUNER CONSULTING SERVICES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN

401k

Assets$6.3M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRAUNER CONSULTING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$1.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRAUNER CONSULTING SERVICES, INC. PROFIT SHARING AND 401(K) SAVINGS PLAN401k$6.3M282025
002TRAUNER CONSULTING SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$1.2M262024
Retirement plans
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