TRADITIONS OF AMERICA LP 401(k) Plan
What public Form 5500 filings show about the TRADITIONS OF AMERICA LP 401(k) plan — and how to find and check your own account.
The TRADITIONS OF AMERICA LP 401(k) on its latest Form 5500
TRADITIONS OF AMERICA LP (EIN 23-2921193) reports TRADITIONS OF AMERICA 401(K) RETIREMENT PLAN on its most recent Form 5500, with $8.5M in plan assets across 96 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 TRADITIONS OF AMERICA LP filing — schedules, fees, and providers.
Who runs the TRADITIONS OF AMERICA LP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TRADITIONS OF AMERICA LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): S B H U LIFE AGENCY, TORRILLO & ASSOCIATES LL.
How to check your TRADITIONS OF AMERICA LP 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask TRADITIONS OF AMERICA LP 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).