Tradition America Holdings, Inc. 401(k) Plan
Sponsored by Tradition America Holdings, Inc. · EIN 463751863 · Plan #001
- Total assets
- $207M
- Net assets
- $207M
- Active participants
- 455
- With balances
- 565
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cmc Advisors, Inc. CRD 123811 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cmc Advisors, Inc. | Investment advisory (plan) | $95,551 |
| Uhy Llp | Accounting | $31,775 |
| Cmc Interactive, Llc | Claims processing, Participant loan processing | $13,660 |