TRADITION AMERICA HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the TRADITION AMERICA HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The TRADITION AMERICA HOLDINGS, INC. 401(k) on its latest Form 5500
TRADITION AMERICA HOLDINGS, INC. (EIN 46-3751863) reports TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $207.5M in plan assets across 455 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full TRADITION AMERICA HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the TRADITION AMERICA HOLDINGS, INC. 401(k)?
TRADITION AMERICA HOLDINGS, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TRADITION AMERICA HOLDINGS, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UHY LLP, CMC ADVISORS, CMC INTERACTIVE.
How to check your TRADITION AMERICA HOLDINGS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TRADITION AMERICA HOLDINGS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).