Traeger 401(k) Plan
Sponsored by Traeger Pellet Grills, Llc · EIN 204005368 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 529
- With balances
- 541
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Caliber Wealth Management, Llc CRD 331165 | deterministic · 100% | 2024 |
| Diversify Wealth Management, Llc CRD 329878 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Caliber Wealth Management Llc | Investment advisory (plan) | $77,145 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $56,559 |
| Diversify Wealth Management Llc | Investment advisory (plan) | $7,290 |