Rachel Day signed Tradition Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tradition Management, LLC's EIN is 80-0211352.
Download the official 2024 Form 5500 (PDF) for Tradition Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tradition Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $426K | 16.7% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $364K | 14.2% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $297K | 11.6% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $277K | 10.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $264K | 10.3% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $208K | 8.1% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $198K | 7.7% | |
| Fidelity International Index Fund 119 * T. Rowe Price Retirement Balanced Fund 71 * T. Rowe Price Retirement 2005 Fund 71 * T. Rowe Price Retirement 2010 Fund 74 * T. Rowe Price Retirement 2015 Fund | Common Collective Trusts | — | — | $137K | 5.3% | |
| NUVEEN Small-Cap Blend Index R6 | Mutual Funds | — | — | $117K | 4.6% | |
| NUVEEN Large-Cap Growth Index R6 | Mutual Funds | — | — | $103K | 4.0% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $32K | 1.3% | |
| TRP ST VALUE COMMON TRUST FUND T. ROWE PRICE COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $22K | 0.9% | |
| Columbia Mid Cap Index Fund Institutional 2 Class | Common Collective Trusts | — | — | $21K | 0.8% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $16K | 0.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $12K | 0.5% | |
| DFA Enhanced US Large Cap Blend | Mutual Funds | — | — | $8K | 0.3% | |
| American Funds American Mutual Fund Class R-6 | Mutual Funds | — | — | $7K | 0.3% | |
| Registered Investment Companies AB High Income Fund Class I | Other securities | — | — | $6K | 0.2% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $6K | 0.2% | |
| Money Market Fund * T. Rowe Price Government Money Fund | Cash / Money Market | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
