# Traditions Bank 401(k) Plan
Source: https://planprovider.pro/companies/traditions-bank-030454928-501

> Traditions Bank's 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Traditions Bank

- **Sponsor EIN:** 030454928

- **Sponsor Address:** PO BOX 3658, YORK, PA, 17402

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

- **Plan Number:** 501

- **Total Participants:** 108

- **Total Assets:** $238,810

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|108|$238,810|$1.7M|$283,485|

| 2023|113|$80,422|$1.7M|$289,100|

| 2022|131|$256,271|$1.5M|$267,241|

## 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|

| LR WEBBER|Other Service Provider|$412,784|—|$412,784|

| OPTUM INSURANCE COMPANY|Other Service Provider|$412,784|—|$412,784|

| BENECON|Other Service Provider|$25,088|—|$25,088|

| PBASC|Other Service Provider|$7,687|—|$7,687|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $858,343

- **Estimated Expense Ratio:** 359.425% 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|$501,178|$50,226|$41,985|—|—|

| 2023|$487,867|$52,514|$9,275|—|—|

| 2022|$478,033|$50,063|$9,917|—|—|

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