2023 Form 5500 filing — Tsl 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015130426NAL0016448531001) for Tsl 401(K) Plan, reported by Tradition Management, LLC under EIN 80-0211352 and plan number 001. It reports 693 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130426NAL0016448531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradition Management, LLC
- EIN
- 80-0211352
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 693
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,925,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,925,548
- Participant contributions
- $310,982
- Total income / additions
- $600,259
- Benefits paid
- $136,636
- Administrative expenses
- $6,661
- Total expenses
- $182,485
- Net increase / (decrease)
- $417,774
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,661 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| American Funds | NONE | $0 | $0 |
| Alliance Bernstein | NONE | $0 | $0 |
| Tiaa-Cref | NONE | $0 | $0 |
| Legg Mason | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |