Plan Snapshot
- Plan Sponsor: Traditions Health, LLC
- Sponsor EIN: 451744136
- Sponsor Address: 6840 CAROTHERS PKWY, SUITE 550, FRANKLIN, TN, 37067
- Plan Type: 401(k)
- Total Participants: 2,199
- Total Assets: $31.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,199 | $31.0M | $1.3M | $4.7M |
| 2023 | 2,407 | $28.5M | $1.4M | $4.8M |
| 2022 | 2,909 | $22.5M | $1.2M | $4.1M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — 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 | $191,476 | — | $191,476 | — | — |
| 2023 | $191,277 | — | $191,277 | — | — |
| 2022 | $128,729 | — | $128,729 | — | — |