Tradition Wealth

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

5,545

Total plan assets

$2.2B

Filings (rows)

Direct comp

$28K

Indirect comp

$255K

Aggregating 2 name variants under "TRADITION WEALTH"

Click a variant to view it alone

TRADITION WEALTH MANAGEMENT9 TRADITION WEALTH MANAGEMENT LL3

SERVICES PROVIDED

Other service providers9

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Faegre Drinker Biddle & Reath LLP Faegre Drinker Retirement Savings Plan 2 · all filings	MINNEAPOLIS, MN	Other service providers	1,274	$772.7M	$13K	$0
Faegre Drinker Biddle & Reath LLP Faegre Drinker Retirement Savings Plan 2 · all filings	MINNEAPOLIS, MN	Other service providers	1,308	$689.9M	$10K	$0
Faegre Drinker Biddle & Reath LLP Faegre Drinker Retirement Savings Plan 2 · all filings	MINNEAPOLIS, MN	Other service providers	1,359	$590.7M	$5K	$0
Retail Tech, Inc. Retail Tech, Inc. Retirement Savings Plan · all filings	CHANHASSEN, MN	Other service providers	250	$30.8M	$0	$71K
Retail Tech, Inc. Retail Tech, Inc. Retirement Savings Plan · all filings	CHANHASSEN, MN	Other service providers	251	$25.4M	$0	$15K
Tradition Capital Bank Tradition Capital Bank 401(k) Plan · all filings	EDINA, MN	Other service providers	146	$20.4M	$0	$32K
Tradition Capital Bank Tradition Capital Bank 401(k) Plan · all filings	EDINA, MN	Other service providers	136	$18.5M	$0	$29K
Tradition Capital Bank Tradition Capital Bank 401(k) Plan · all filings	EDINA, MN	Other service providers	134	$14.4M	$0	$23K
Inside Edge Commercial Interior Services, LLC Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan · all filings	EAGAN, MN	Advisor / Consultant	173	$13.3M	$0	$29K
Inside Edge Commercial Interior Services, LLC Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan · all filings	EAGAN, MN	Advisor / Consultant	207	$11.3M	$0	$23K
Inside Edge Commercial Interior Services, LLC Inside Edge Commercial Interior Services 401(k) Profit Sharing Plan · all filings	EAGAN, MN	Advisor / Consultant	170	$8.9M	$0	$22K
Travelnet Solutions, LLC Travelnet Solutions, LLC 401(k) Profit Sharing Plan · all filings	COTTAGE GROVE, MN	Other service providers	137	$3.8M	$186	$12K