# Tradition America Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tradition-america-holdings-inc-401k-plan

> Tradition America Holdings, INC.'s 401(k) plan: 455 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Tradition America Holdings, INC.

- **Sponsor EIN:** 463751863

- **Sponsor Address:** 32 OLD SLIP, NEW YORK, NY, 10005

- **Plan Type:** 401(k)

- **Total Participants:** 455

- **Total Assets:** $207.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|455|$207.5M|$1.6M|$6.8M|

| 2023|456|$179.4M|$1.6M|$6.5M|

| 2022|435|$156.7M|$1.5M|$5.9M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CMC ADVISORS, INC.|NONE|$95,551|—|$95,551|

| UHY LLP|NONE|$31,775|—|$31,775|

| CMC INTERACTIVE, LLC|NONE|$13,660|—|$13,660|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $140,986

- **Estimated Expense Ratio:** 0.068% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$140,986|$95,551|—|$31,775|—|

| 2023|$126,109|$82,699|—|$30,750|—|

| 2022|$124,375|$83,730|—|—|—|

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