Tradition Management 401(k) Plan: Login, Facts & Contact Information
Tradition Management 401(k) Login
73 former Tradition Management employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Tradition Management 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $543,206 went into the plan in contributions.
- $106,147 was paid out to participants.
- Investment and other income added $254,292.
- Administrative expenses were $10,866, about $66 per account.
How the Tradition Management 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 572 | $713,940 | — | $8,202 |
| 2020 | 522 | $1.19 million | — | $51,242 |
| 2021 | 766 | $1.52 million | — | $149,660 |
| 2022 | 590 | $1.51 million | — | $284,988 |
| 2023 | 693 | $1.93 million | — | $136,636 |
| 2024 | 801 | $2.56 million | — | $106,147 |
Tradition Management 401(k) Contact Information
Questions about the Tradition Management 401(k)
Does Tradition Management contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Tradition Management 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Tradition Management 401(k) plan?
801 participants at the start of plan year 2024, 1,065 of them active employees, and 73 former employees who still had money in the plan.
What is the average 401(k) balance at Tradition Management?
About $15,488 per account: $2.56 million in plan assets across 165 accounts with a balance at the end of plan year 2024.
Who manages the Tradition Management 401(k) accounts?
T. Rowe Price is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Tradition Management. How do I access my 401(k)?
Your account stays with T. Rowe Price after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.