Tradition Capital Bank 401(k) Plan
Sponsored by Tradition Capital Bank · EIN 203063093 · Plan #001
- Total assets
- $20.4M
- Net assets
- $20.4M
- Active participants
- 146
- With balances
- 171
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 |
|---|---|---|
| Lee Cpa Group | Other fees | $12,300 |
| Tradition Wealth Management Llc | Other fees | $0 |
| Voya Retirement Ins And Annity Co | Recordkeeping fees | $0 |