· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRADITION WEALTH MANAGEMENT, LLC — TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250714125649NAL0001092129001
TRADITION WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
TRADITION WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
18
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRADITION WEALTH MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
TRADITION WEALTH MANAGEMENT, LLC
EIN
42-1577774
Address
7601 FRANCE AVENUE SOUTH, SUITE 100 · EDINA, MN · 55435
Phone
(952) 563-6506
Industry
Finance & Insurance
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
2025-07-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MASCAGNI WEALTH MANAGEMENT
MASCAGNI WEALTH MANAGEMENT 401(K) PLAN
$4.9M · 5 participants
CRITERION AFRICA PARTNERS
CRITERION AFRICA PARTNERS 401(K) & PROFIT SHARING PLAN
$4.9M · 4 participants
WOODLINE PARTNERS, LP
WOODLINE PARTNERS, LP CASH BALANCE PLAN
$4.9M · 66 participants
GLOBAL TRUST COMPANY
NCIT AMERICAN FUNDS 2052 LIFETIME INCOME BUILDER FUND
$4.8M
SGROI FINANCIAL, LLC
SGROI FINANCIAL, LLC PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.8M · 28 participants
CZ HEDGE MANAGEMENT LLC
CZ HEDGE MANAGEMENT, LLC 401(K) PLAN
$4.8M · 3 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
