Traeger 401(K) Plan — Form 5500 plan (Traeger Pellet Grills, LLC)

Plain-English plan 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, Traeger 401(K) Plan is a benefit plan reported by Traeger Pellet Grills, LLC under EIN 20-4005368 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $29,377,069 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Traeger Pellet Grills, LLC
EIN
20-4005368
Plan number
001
Plan type
2
Location
Salt Lake City, UT
Latest filing year
2023
Participants
747
End-of-year plan assets
$29,377,069

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20240916184126NAL0001869873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,377,069
Total liabilities (EOY)
$0
Net assets (EOY)
$29,377,069
Net assets (BOY)
$22,866,530

Income & contributions

Employer contributions
$1,586,212
Participant contributions
$3,472,134
Total contributions
$5,846,025
Total income / additions
$10,483,084

Expenses & distributions

Benefits paid
$3,836,680
Administrative expenses
$110,657
Total expenses
$3,972,545
Net increase / (decrease)
$6,510,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Caliber Wealth Management LLCADVISOR$61,350not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$49,307$02023

Related Form 5500 pages