How big is Tradition Mortgage, LLC's plan?

Tradition Mortgage, LLC's plan reported $19.2M in assets and 65 participants for 2025.

Original filing (PDF)20260416100211NAL0036680514001

Tradition Mortgage, LLC

Name: Tradition Mortgage, LLC — Tradition Mortgage 401(k), Form 5500 (2025)
Creator: Tradition Mortgage, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tradition Mortgage 401(k) Plan

401(k) retirement plan · Tradition Mortgage, LLC's Tradition Mortgage 401(k) Plan held $19.2M in plan assets for 65 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.2M

Net assets (EOY)

$19.2M

People on this filing

ERIK Hendrikson signed Tradition Mortgage, LLC's 2025 Form 5500 as plan administrator.

ERIK Hendrikson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tradition Mortgage, LLC's EIN is 41-1925607.

EIN 41-1925607

Plan number 001

Plan year 2025

ACK ID 20260416100211NAL0036680514001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tradition Mortgage, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tradition Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRADITION MORTGAGE, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off