Plan Snapshot
- Plan Sponsor: Tradition Management, LLC
- Sponsor EIN: 800211352
- Sponsor Address: 7701 LEMMON AVENUE, SUITE 220, DALLAS, TX, 75209
- Plan Type: 401(k)
- Total Participants: 1,065
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,065 | $2.6M | $0 | $400,379 |
| 2023 | 670 | $1.9M | $0 | $310,982 |
| 2022 | 599 | $1.5M | $0 | $347,331 |
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 |
|---|---|---|---|---|
| SAVILLE CPA'S AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVILLE CPA'S AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $10,866 | — | $10,866 | — | — |
| 2023 | $6,661 | — | $6,661 | — | — |
| 2022 | $4,380 | — | $4,380 | — | — |