OpenERISA

Trajan Wealth, LLC

Scottsdale, AZ, 85258

EIN 45-2884769
Plans
2
Total participants
485
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120
Plan sponsors in ArizonaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Trajan Wealth, LLC Cash Balance Plan47
2024Form 5500-SF002Trajan Wealth, LLC 401(K) Profit Sharing Plan97
2023Form 5500-SF001Trajan Wealth, LLC Cash Balance Plan24
2023Form 5500-SF002Trajan Wealth, LLC 401(K) Profit Sharing Plan79
2022Form 5500-SF001Trajan Wealth, LLC Cash Balance Plan24
2022Form 5500-SF002Trajan Wealth, LLC 401(K) Profit Sharing Plan78
2021Form 5500-SF001Trajan Wealth, LLC Cash Balance Plan30
2021Form 5500-SF002Trajan Wealth, LLC 401(K) Profit Sharing Plan56
2020Form 5500-SF001Trajan Wealth, LLC Cash Balance Plan24
2020Form 5500-SF002Trajan Wealth, LLC 401(K) Profit Sharing Plan26

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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