How big is Tradition Companies LLC's plan?

Tradition Companies LLC's plan reported $536K in assets and 3 participants for 2024.

Original filing (PDF)20250530125827NAL0022379042001

Tradition Companies LLC

Name: Tradition Companies LLC — Tradition Companies 401(k), Form 5500 (2024)
Creator: Tradition Companies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tradition Companies 401(k) Plan

401(k) retirement plan · Tradition Companies LLC's Tradition Companies 401(k) Plan held $536K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$536K

Net assets (EOY)

$536K

People on this filing

Stephen Defalco signed Tradition Companies LLC's 2024 Form 5500 as plan administrator.

Stephen Defalco — 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 Companies LLC's EIN is 84-3669108.

EIN 84-3669108

Plan number 001

Plan year 2024

ACK ID 20250530125827NAL0022379042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tradition Companies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tradition Companies 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 COMPANIES 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TRADITION COMPANIES LLC

EIN

all filings

Address

2704 N BUCHANAN STREET · ARLINGTON, VA · 22207

Phone

(703) 628-8039

Industry

Construction

Plan administrator