Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRAYNOR CAPITAL MANAGEMENT
EIN 26-2115437Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
28
418 E. KING STREET - MALVERN, PA 19355610-993-9050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TRAYNOR CAPITAL MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$3.4M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TRAYNOR CAPITAL MANAGEMENT 401(K) PLAN
401k
Assets$2.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRAYNOR CAPITAL MANAGEMENT CASH BALANCE PLAN | CashBalance | $3.4M | 13 | 2025 | |
| 001 | TRAYNOR CAPITAL MANAGEMENT 401(K) PLAN | 401k | $2.5M | 15 | 2025 |
Retirement plans