Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRAJAN WEALTH, LLC
EIN 45-2884769financial servicesLatest filing 2024
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
200
7702 E DOUBLETREE RANCH RD STE 100 - SCOTTSDALE, AZ 85258480-990-3300trajanwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 200 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
TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$8.1M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRAJAN WEALTH, LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants56
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 | TRAJAN WEALTH, LLC 401(K) PROFIT SHARING PLAN | 401k | $8.1M | 144 | 2024 | |
| 001 | TRAJAN WEALTH, LLC CASH BALANCE PLAN | CashBalance | $2.6M | 56 | 2024 |
Retirement plans