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Original filing (PDF)20250627110205NAL0005302627001
TRADITIONS OF AMERICA LP
Form 5500
FILING_RECEIVED
TRADITIONS OF AMERICA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~92 bps in Sched C fees
Active participants
96
Accounts w/ balance
138
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 92 bps in Schedule C fees — 77% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRADITIONS OF AMERICA LP.
Plan sponsor
Name
TRADITIONS OF AMERICA LP
EIN
23-2921193
Address
1235 WESTLAKES DRIVE, SUITE 300 · BERWYN, PA · 193122413
Phone
(215) 732-9600
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $66K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES LL | 83-0414789 | — | ACCOUNTANT | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S B H U LIFE AGENCY INC | 13-2896238 | — | OTHER SERVICES | $0 | — |
Investments
38 direct securities · 4 pooled funds· $8.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.0M
38 holdings
Pooled Separate Account
$428K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $760K | 8.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $748K | 8.8% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | — | — | — | $664K | 7.8% | |
| BlackRock Equity Dividend Fund Mutual Fund | — | — | — | $647K | 7.6% | |
| American Funds New World Fund Mutual Fund | — | — | — | $641K | 7.5% | |
| Vanguard Equity Income Fund Mutual Fund | — | — | — | $550K | 6.5% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $436K | 5.1% | |
| American Funds The New Economy Fund Mutual Fund | — | — | — | $342K | 4.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $284K | 3.3% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | — | — | — | $264K | 3.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $245K | 2.9% | |
| American Funds Washington Mutual Inv Fund Mutual Fund | — | — | — | $241K | 2.8% | |
| BlackRock Global Allocation Fund Mutual Fund | — | — | — | $219K | 2.6% | |
| Vanguard Strategic Equity Fund Mutual Fund | — | — | — | $213K | 2.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $206K | 2.4% | |
| Victory Sycamore Established Value Fund Mutual Fund | — | — | — | $189K | 2.2% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $169K | 2.0% | |
| JPMorgan Large Cap Growth Fund Mutual Fund | — | — | — | $155K | 1.8% | |
| Janus Enterprise Fund Mutual Fund | — | — | — | $146K | 1.7% | |
| Vanguard Target Retirement Income Fund Mutual Fund ** 876 Vanguard Target Retirement 2020 Fund Mutual Fund | — | — | — | $145K | 1.7% | |
| Janus Global Equity Income Fund Mutual Fund | — | — | — | $142K | 1.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $119K | 1.4% | |
| Principal Guaranteed Option Group Annuity Contract | — | — | — | $106K | 1.2% | |
| Vanguard High Yield Corporate Bond Fund Mutual Fund ** 17 Fidelity Advisor Stock Selector Small Cap Fund Mutual Fund | — | — | — | $102K | 1.2% | |
| Vanguard Information Technology Index Mutual Fund | — | — | — | $97K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $93K | 1.1% | |
| T. Rowe Price Health Science Fund Mutual Fund | — | — | — | $88K | 1.0% | |
| -9.50%); Maturities through 2029 - | — | — | — | $71K | 0.8% | |
| Vanguard Intermediate Bond Index Fund Mutual Fund | — | — | — | $60K | 0.7% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $47K | 0.6% | |
| Western Asset Core Plus Bond Fund Mutual Fund | — | — | — | $44K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $43K | 0.5% | |
| Nuance Mid Cap Value Fund Mutual Fund | — | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $34K | 0.4% | |
| Goldman Sachs Financial Square Government Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| PIMCO Real Return Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Janus Triton Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| DWS RREEF Global Infrastructure Fund Mutual Fund | — | — | — | $14K | 0.2% | |
| Cohen & Steers Real Estate Securities Fund Mutual Fund | — | — | — | $12K | 0.1% | |
| Vanguard Utilities Index Fund Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $10K | 0.1% | |
| Victory Sycamore Small Company Opportunity Fund Mutual Fund | — | — | — | $7K | <0.1% |