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Sponsor portfolio

TRADITION COMPANIES LLC

EIN 84-3669108-real estate-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
10
2704 N BUCHANAN STREET - ARLINGTON, VA 22207703-628-8039builtbytradition.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$860K - 8 part#002CashBalance-$177K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • TRADITION COMPANIES 401(K) (#001)83%
  • CASH BALANCE PLAN (#002)17%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRADITION COMPANIES 401(K) (#001)8
  • CASH BALANCE PLAN (#002)2
Total 10Click row to drill in

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 COMPANIES 401(K) PLAN

401k

Assets$860K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRADITION COMPANIES CASH BALANCE PLAN

CashBalance

Assets$177K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRADITION COMPANIES 401(K) PLAN401k$860K82025
002TRADITION COMPANIES CASH BALANCE PLANCashBalance$177K22024
Retirement plans
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