2023 Form 5500 filing — Traeger 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916184126NAL0001869873001) for Traeger 401(K) Plan, reported by Traeger Pellet Grills, LLC under EIN 20-4005368 and plan number 001. It reports 747 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916184126NAL0001869873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Traeger Pellet Grills, LLC
- EIN
- 20-4005368
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 747
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,377,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,377,069
- Employer contributions
- $1,586,212
- Participant contributions
- $3,472,134
- Total income / additions
- $10,483,084
- Benefits paid
- $3,836,680
- Administrative expenses
- $110,657
- Total expenses
- $3,972,545
- Net increase / (decrease)
- $6,510,539
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Caliber Wealth Management LLC | ADVISOR | $61,350 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $49,307 | $0 |