Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Traveka Wealth, LLC
EIN 93-3912422financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
175 S. SAN ANTONIO ROAD, SUITE 101 - LOS ALTOS, CA 94022650-397-2225travekawealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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#001
TRAVEKA WEALTH, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRAVEKA WEALTH, LLC CASH BALANCE PLAN
Cash balance
Assets$360K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRAVEKA WEALTH, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $1.6M | 7 | 2025 | |
| 002 | TRAVEKA WEALTH, LLC CASH BALANCE PLAN | Cash balance | $360K | 7 | 2025 |
Retirement plans