Retirement plan

TRACO INDUSTRIES, INC. 401(K) SAVINGS PLAN

Name: TRACO INDUSTRIAL SUPPLY CORP. - TRACO INDUSTRIES, INC. 401(K) SAVINGS PLAN (2025) Form 5500
Creator: TRACO INDUSTRIAL SUPPLY CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRACO INDUSTRIES, INC. 401(K) SAVINGS PLAN, TRACO INDUSTRIAL SUPPLY CORP.

TRACO INDUSTRIAL SUPPLY CORP.EIN 20-2989781Plan #002PY 2025

1 MAPLE STREET, UNIT 4 - EAST RUTHERFORD, NJ 07073201-939-1600LinkedIn11-50 employeeswholesale

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$112K

+28.2% from 2024

Total participants

-12.5% from 2024

Average account balance

$27,988

+28.2% from 2024

Annual return

5.28%

+0.56 pp from 2024

Benchmarks

See 15,684 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort15,684 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

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.

57.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$20K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+5.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 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 codes2F2G2J2T3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$27,988

$184,014-84.8%

$161,149-82.6%

$138,895-79.8%

Participation rate

57.1%

82.1%-24.9pp

78.8%-21.7pp

79.9%-22.8pp

Annual return

5.28%

21.52%-16.2pp

21.16%-15.9pp

145.39%-140.1pp

Employer contribution / active EE

$5,055-100.0%

$4,360-100.0%

$4,194-100.0%

Participant deferral / active EE

$2,857

$6,909-58.6%

$6,153-53.6%

$6,396-55.3%

Admin fee / account holder

$18,027-100.0%

$15,194-100.0%

$12,562-100.0%

TRACO INDUSTRIES, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TRACO INDUSTRIES, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion