Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRADER WEALTH MANAGEMENT, LLC
EIN 26-2407811financial servicesLatest filing 2025
Plans
2
Retirement
2
$544K assets
Welfare
0
Participants
4
560 WELCH CIRCLE - LAKE BARRINGTON, IL 60010847-899-8403traderwm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $544K assets / 4 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
TRADER WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$423K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRADER WEALTH MANAGEMENT, LLC 401(K) PLAN
401k
Assets$121K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TRADER WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $423K | 2 | 2025 | |
| 001 | TRADER WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $121K | 2 | 2025 |
Retirement plans