Civic Intelligence

Traverse Asset Management LLC

Plan context: Traverse Asset Management LLC 401(K) Profit Sharing Plan & Trust

EIN 99-0490877 • Greenwood Village, CO • 2 filings • 1 plans

8490 E Crescent Pkwy Ste 150Greenwood Village, CO 80111-2823
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$25,717

2025 Contributions

$13,434

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$25,717$12,859$020242025YearValue
$25,717Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

21020242025YearValue
2Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202512$25,717$13,434$6,717iApproximate average salary by contribution assumption: employee only about $167,925 at 4% or $111,950 at 6%; with 50% employer match about $111,950 at 4% or $74,633 at 6%; with 100% employer match about $83,963 at 4% or $55,975 at 6%.
Traverse Asset Management LLC 401(K) Profit Sharing Plan & Trust-2$25,717$13,434$6,717iApproximate average salary by contribution assumption: employee only about $167,925 at 4% or $111,950 at 6%; with 50% employer match about $111,950 at 4% or $74,633 at 6%; with 100% employer match about $83,963 at 4% or $55,975 at 6%.
202412$9,863$9,714$4,857iApproximate average salary by contribution assumption: employee only about $121,425 at 4% or $80,950 at 6%; with 50% employer match about $80,950 at 4% or $53,967 at 6%; with 100% employer match about $60,713 at 4% or $40,475 at 6%.
Traverse Asset Management LLC 401(K) Profit Sharing Plan & Trust-2$9,863$9,714$4,857iApproximate average salary by contribution assumption: employee only about $121,425 at 4% or $80,950 at 6%; with 50% employer match about $80,950 at 4% or $53,967 at 6%; with 100% employer match about $60,713 at 4% or $40,475 at 6%.