# Trax Holdings, INC 401(k) Plan
Source: https://planprovider.pro/companies/trax-holdings-inc-401k-plan

> Trax Holdings, INC's 401(k) plan: 67 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trax Holdings, INC

- **Sponsor EIN:** 861006665

- **Sponsor Address:** 909 LAKE CAROLYN PARKWAY, IRVING, TX, 75039

- **Plan Type:** 401(k)

- **Total Participants:** 67

- **Total Assets:** $5.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|67|$5.7M|$0|$482,837|

| 2023|77|$5.4M|$0|$491,233|

| 2022|99|$4.8M|$0|$551,728|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PFG ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$13,545|—|$13,545|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PFG ADVISORS, LLC](https://planprovider.pro/provider/pfg-advisors) — INVESTMENT/FINANCIAL ADVI

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,545

- **Estimated Expense Ratio:** 0.238% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$15,279|$13,764|—|—|—|

| 2023|$40,418|$37,951|—|—|—|

| 2022|$13,914|—|—|—|—|

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