Retirement plan

TRAMMO, INC. PROFIT-SHARING/401K PLAN

Name: TRAMMO, INC - TRAMMO, INC. PROFIT-SHARING/401K PLAN (2025) Form 5500
Creator: TRAMMO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAMMO, INC. PROFIT-SHARING/401K PLAN, TRAMMO, INC

TRAMMO, INCEIN 13-2679131Plan #001PY 2025

8 WEST 40TH STREET, 12TH FLOOR - NEW YORK, NY 10018212-223-3200trammo.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$57.1M

+7.6% from 2024

Total participants

117

-7.9% from 2024

Average account balance

$518,906

+19.3% from 2024

Annual return

11.03%

-12.98 pp from 2024

Benchmarks

See 3,711 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort3,711 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$57.08M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$519K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

110

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$41

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$5K

$64 / participant

Investment mgmt$5K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CBIZ CPAS
Auditor EIN: 431947695
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$518,906

$114,712+352.4%

$173,730+198.7%

$87,485+493.1%

Participation rate

90.1%

73.0%+17.1pp

79.6%+10.6pp

68.9%+21.2pp

Annual return

11.03%

20.18%-9.2pp

19.96%-8.9pp

26.06%-15.0pp

Employer contribution / active EE

$7,042

$2,904+142.5%

$4,577+53.8%

$2,596+171.3%

Participant deferral / active EE

$15,452

$4,642+232.9%

$6,326+144.2%

$4,274+261.6%

Admin fee / account holder

$41

$10,210-99.6%

$17,523-99.8%

$7,775-99.5%

TRAMMO, INC. PROFIT-SHARING/401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAMMO, INC. PROFIT-SHARING/401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion