Tsl 401(K) Plan — Form 5500 plan (Tradition Management, LLC)
Plain-English plan 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, Tsl 401(K) Plan is a benefit plan reported by Tradition Management, LLC under EIN 80-0211352 and plan number 001. The latest loaded filing year is 2023. The filing reports 693 participants and $1,925,548 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tradition Management, LLC
- EIN
- 80-0211352
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 693
- End-of-year plan assets
- $1,925,548
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 693 | H, C | 20241015130426NAL0016448531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,925,548
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,925,548
- Net assets (BOY)
- $1,507,774
Income & contributions
- Participant contributions
- $310,982
- Total contributions
- $310,982
- Total income / additions
- $600,259
Expenses & distributions
- Benefits paid
- $136,636
- Administrative expenses
- $6,661
- Total expenses
- $182,485
- Net increase / (decrease)
- $417,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $6,661 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
| Tiaa-Cref | NONE | $0 | $0 | 2023 |
| Legg Mason | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tradition Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- American Funds — Schedule C compensation
- Alliance Bernstein — Schedule C compensation
- Tiaa-Cref — Schedule C compensation
- Legg Mason — Schedule C compensation
- Dimensional Funds — Schedule C compensation