AUMdb

Traditions Bank Retirement Plan

Sponsored by Traditions Bank · EIN 030454928 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

Plan year beginning 01/01/2025 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2025
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2025

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $23,006
Pa Retirement Solutions, Inc. Contract administrator $15,868
Rbc Capital Markets, Llc Investment advisory (plan) $14,372
Empower Advisory Group, Llc Investment management $2,795

Filing history

Plan year Assets Participants Source
01/01/2025 $0 0 ack 20250930124855NAL0016519475001
01/01/2024 $19.4M 130 ack 20250929133406NAL0012231296001