Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRADITION COMPANIES 401(K) PLAN | 401k | $860K | 8 | 2025 | |
| 002 | TRADITION COMPANIES CASH BALANCE PLAN | CashBalance | $177K | 2 | 2024 |