Plan Ledger DOL Form 5500 · updated monthly

Tradition Management, LLC401(k)

TSL 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.48%

Tradition Management, LLC reported $10,866 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. 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 2 years on file its reported administrative ratio rose from 0.29% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,727th of 5,688), and 1,782nd of 2,096 in real estate & leasing. active participation has grown from 599 to 1,065 since 2022.

Plan summary
Net assets, end of year$2,555,566
Participants with balances165
Active participants1,065
Employer contributions—
Employee contributions$400,379
Employer contribution per active participant—
Average account balance$15,488
Benefits paid to participants$106,147
Plan auditUnmodified (clean) audit opinion
AuditorSAVILLE CPA'S AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 165 accts
2023$1.9M · 145 accts
2022$1.5M · 140 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,866
Total administrative$10,866
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$10,866 · 0.48%
2023$6,661 · 0.39%
2022$4,380 · 0.29%
Similar plansReal Estate & Leasing · Texas
Hilltop Residential LLC TX$2.7M · 2.63%
Dayrise Residential, LLC TX$2.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800211352 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.