# Traditions Of America LP 401(k) Plan
Source: https://planprovider.pro/companies/traditions-of-america-lp-401k-plan

> Traditions Of America LP's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Traditions Of America LP

- **Sponsor EIN:** 232921193

- **Sponsor Address:** 1235 WESTLAKES DRIVE, SUITE 300, BERWYN, PA, 193122413

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

- **Total Participants:** 96

- **Total Assets:** $8.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|96|$8.5M|$316,739|$646,374|

| 2023|107|$8.0M|$342,251|$661,000|

| 2022|122|$6.4M|$325,771|$681,625|

## 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|

| TORRILLO & ASSOCIATES, LLC|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TORRILLO & ASSOCIATES, LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 0.141% 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|$78,087|—|$66,087|$12,000|—|

| 2023|$70,537|—|$56,914|$13,623|—|

| 2022|$63,472|—|$51,532|—|$11,940|

## Similar Plans

- [Clinigen Clinical Supplies Mgmt.](https://planprovider.pro/companies/clinical-supplies-management-hol-401k-plan) — 93 participants

- [Athena Global Advisors, INC.](https://planprovider.pro/companies/athena-global-advisors-inc-401k-plan) — 104 participants

- [Alpha Female Fitness, LLC](https://planprovider.pro/companies/alpha-female-fitness-llc-401k-plan) — 106 participants

- [The Chamber Of Commerce For Grt Philadelphia](https://planprovider.pro/companies/the-chamber-of-commerce-for-grt-phila-401k-plan) — 69 participants

- [Aaa North Penn](https://planprovider.pro/companies/aaa-north-penn-401k-plan) — 129 participants

- [Rebbakin INC.](https://planprovider.pro/companies/rebbakin-inc-plan) — 63 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/traditions-of-america-lp-401k-plan)

© 2026 PlanProvider.Pro