AUMdb

Traditions Of America 401(k) Retirement Plan

Sponsored by Traditions Of America Lp · EIN 232921193 · Plan #001

Total assets
$8.5M
Net assets
$8.5M
Active participants
96
With balances
138

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $66,087
Torrillo & Associates Ll Accounting, Direct payment from the plan $12,000
S B H U Life Agency Inc Other services, Other fees $0