Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRAX WEALTH MANAGEMENT, INC.
EIN 84-3991623financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
8
2221 CAMINO DEL RIO SOUTH #307 - SAN DIEGO, CA 92108619-462-3400traxwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 8 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
TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRAX WEALTH MANAGEMENT, INC. 401(K) PLAN
401k
Assets$650K
Participants4
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 | TRAX WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $1.4M | 4 | 2025 | |
| 001 | TRAX WEALTH MANAGEMENT, INC. 401(K) PLAN | 401k | $650K | 4 | 2025 |
Retirement plans