Tradition Management, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tradition Management, LLC (EIN 800211352)
  • Plan Type: 401(k)
  • Total Participants: 1,065
  • Total Assets: $2.6M
  • Sponsor State: TX

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241,065$2.6M$0$400,379
2023670$1.9M$0$310,982
2022599$1.5M$0$347,331

Service Providers

  • SAVILLE CPA'S AND ADVISORS — Auditor

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