# Tradition Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/tradition-management-llc-401k-plan

> Tradition Management, LLC's 401(k) plan: 1,065 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/saville-cpas-and-advisors-llc) — 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|—|—|

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