Plan Ledger DOL Form 5500 · updated monthly

Tradition America Holdings, Inc.401(k)

TRADITION AMERICA HOLDINGS, INC. 401(K) PLAN · NEW YORK, NY · plan year 2025

Reported admin expense ratio · 2025
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Tradition America Holdings, Inc. reported $155,348 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,661 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 4 years on file its reported administrative ratio has held roughly steady near 0.070%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 408th-largest of 5,648 plans among New York employers on file, and the 517th of 4,798 in finance & insurance. In 2025, employees put in $4.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$237,487,395
Participants with balances572
Active participants454
Employer contributions$1,662,181
Employee contributions$6,928,531
Employer contribution per active participant$3,661
Average account balance$415,188
Benefits paid to participants$10,472,260
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$237.5M · 572 accts · $1.7M emplr
2024$207.5M · 565 accts · $1.6M emplr
2023$179.4M · 565 accts · $1.6M emplr
2022$156.6M · 542 accts · $1.5M emplr
Administrative expenses, itemized · 2025
Investment management$107,438
Total administrative$155,348
The Tradition America Holdings, Inc. 401(k) match · 2025
Employer contribution per active participant$3,661
Median for plans this size$4,093
2025$3,661 per active participant
2024$3,611 per active participant
2023$3,491 per active participant
2022$3,382 per active participant

Tradition America Holdings, Inc.'s 2025 employer contribution ran below the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
CMC ADVISORS, INC. · Investment advisory (plan)$107,438
UHY LLP · Accounting / audit$31,775
CMC INTERACTIVE, LLC · Claims processing · Loan processing$16,135

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$155,348 · 0.07%
2024$140,986 · 0.07%
2023$126,109 · 0.08%
2022$124,375 · 0.07%
Same employer
Similar plansFinance & Insurance · New York
Transatlantic Holdings, Inc. NY$233.8M · 0.02%
Schroder US Holdings Inc. NY$220.8M · 0.15%
Tompkins Trust Company NY$220.7M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463751863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.