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  2. TRADITION DEVELOPMENT CORP.
Sponsor portfolio

TRADITION DEVELOPMENT CORP.

EIN 20-2600009-real estate-Latest filing 2025
Plans
2
Retirement
1
$9.9M assets
Welfare
1
$71K premiums
Participants
242
16972 BRANDTJEN FARM DRIVE - LAKEVILLE, MN 55044952-322-8700LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$9.9M - 144 part#501Fully Insured-$71K - 98 lives

Benefits portfolio analytics

1 plan / $71K premiums / 98 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$71K
  • Short-term disability$71K
  • Long-term disability$71K
  • Other$71K
Total $71K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $71K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $6K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRADITION DEVELOPMENT CORP. 401(K) PLAN

401k

Assets$9.9M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TRADITION DEVELOPMENT CORP. LIFE PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$71K
Covered lives98
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRADITION DEVELOPMENT CORP. 401(K) PLAN401k$9.9M1442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TRADITION DEVELOPMENT CORP. LIFE PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$71K982024
Retirement plans
Welfare plans
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