Tradition Mortgage LLC
Plan context: Tradition Mortgage 401K Plan
EIN 41-1925607 • Edina, MN • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
66
2025 Assets
$19,207,686
2025 Contributions
$632,179
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 66 | $19,207,686 | $632,179 | $9,578iApproximate average salary by contribution assumption: employee only about $239,462 at 4% or $159,641 at 6%; with 50% employer match about $159,641 at 4% or $106,427 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |
| Tradition Mortgage 401K Plan | - | 66 | $19,207,686 | $632,179 | $9,578iApproximate average salary by contribution assumption: employee only about $239,462 at 4% or $159,641 at 6%; with 50% employer match about $159,641 at 4% or $106,427 at 6%; with 100% employer match about $119,731 at 4% or $79,821 at 6%. |
| 2024 | 1 | 65 | $16,338,280 | $584,624 | $8,994iApproximate average salary by contribution assumption: employee only about $224,855 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%. |
| Tradition Mortgage 401K Plan | - | 65 | $16,338,280 | $584,624 | $8,994iApproximate average salary by contribution assumption: employee only about $224,855 at 4% or $149,904 at 6%; with 50% employer match about $149,904 at 4% or $99,936 at 6%; with 100% employer match about $112,428 at 4% or $74,952 at 6%. |
| 2023 | 1 | 72 | $14,381,849 | $613,082 | $8,515iApproximate average salary by contribution assumption: employee only about $212,876 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,959 at 6%. |
| Tradition Mortgage 401K Plan | - | 72 | $14,381,849 | $613,082 | $8,515iApproximate average salary by contribution assumption: employee only about $212,876 at 4% or $141,917 at 6%; with 50% employer match about $141,917 at 4% or $94,611 at 6%; with 100% employer match about $106,438 at 4% or $70,959 at 6%. |
| 2022 | 1 | 76 | $12,272,819 | $854,318 | $11,241iApproximate average salary by contribution assumption: employee only about $281,026 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%. |
| Tradition Mortgage 401K Plan | - | 76 | $12,272,819 | $854,318 | $11,241iApproximate average salary by contribution assumption: employee only about $281,026 at 4% or $187,350 at 6%; with 50% employer match about $187,350 at 4% or $124,900 at 6%; with 100% employer match about $140,513 at 4% or $93,675 at 6%. |
| 2021 | 1 | 71 | $13,424,657 | $1,135,468 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,695 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| Tradition Mortgage 401K Plan | - | 71 | $13,424,657 | $1,135,468 | $15,993iApproximate average salary by contribution assumption: employee only about $399,813 at 4% or $266,542 at 6%; with 50% employer match about $266,542 at 4% or $177,695 at 6%; with 100% employer match about $199,906 at 4% or $133,271 at 6%. |
| 2020 | 1 | 64 | $11,061,831 | $915,292 | $14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%. |
| Tradition Mortgage 401K Plan | - | 64 | $11,061,831 | $915,292 | $14,301iApproximate average salary by contribution assumption: employee only about $357,536 at 4% or $238,357 at 6%; with 50% employer match about $238,357 at 4% or $158,905 at 6%; with 100% employer match about $178,768 at 4% or $119,179 at 6%. |
| 2019 | 1 | 134 | $14,040,805 | $1,355,268 | $10,114iApproximate average salary by contribution assumption: employee only about $252,849 at 4% or $168,566 at 6%; with 50% employer match about $168,566 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| Tradition Mortgage 401K Plan | - | 134 | $14,040,805 | $1,355,268 | $10,114iApproximate average salary by contribution assumption: employee only about $252,849 at 4% or $168,566 at 6%; with 50% employer match about $168,566 at 4% or $112,377 at 6%; with 100% employer match about $126,424 at 4% or $84,283 at 6%. |
| 2018 | 1 | 132 | $10,708,622 | $1,255,416 | $9,511iApproximate average salary by contribution assumption: employee only about $237,768 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,675 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%. |
| Tradition Mortgage 401K Plan | - | 132 | $10,708,622 | $1,255,416 | $9,511iApproximate average salary by contribution assumption: employee only about $237,768 at 4% or $158,512 at 6%; with 50% employer match about $158,512 at 4% or $105,675 at 6%; with 100% employer match about $118,884 at 4% or $79,256 at 6%. |
| 2017 | 1 | 135 | $10,248,384 | $1,007,003 | $7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%. |
| Tradition Mortgage 401K Plan | - | 135 | $10,248,384 | $1,007,003 | $7,459iApproximate average salary by contribution assumption: employee only about $186,482 at 4% or $124,321 at 6%; with 50% employer match about $124,321 at 4% or $82,881 at 6%; with 100% employer match about $93,241 at 4% or $62,161 at 6%. |
| 2016 | 1 | 102 | $7,949,723 | $1,024,718 | $10,046iApproximate average salary by contribution assumption: employee only about $251,156 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,625 at 6%; with 100% employer match about $125,578 at 4% or $83,719 at 6%. |
| Tradition Mortgage 401K Plan | - | 102 | $7,949,723 | $1,024,718 | $10,046iApproximate average salary by contribution assumption: employee only about $251,156 at 4% or $167,438 at 6%; with 50% employer match about $167,438 at 4% or $111,625 at 6%; with 100% employer match about $125,578 at 4% or $83,719 at 6%. |
| 2015 | 1 | 88 | $6,334,336 | $885,928 | $10,067iApproximate average salary by contribution assumption: employee only about $251,684 at 4% or $167,789 at 6%; with 50% employer match about $167,789 at 4% or $111,860 at 6%; with 100% employer match about $125,842 at 4% or $83,895 at 6%. |
| Tradition Mortgage 401K Plan | - | 88 | $6,334,336 | $885,928 | $10,067iApproximate average salary by contribution assumption: employee only about $251,684 at 4% or $167,789 at 6%; with 50% employer match about $167,789 at 4% or $111,860 at 6%; with 100% employer match about $125,842 at 4% or $83,895 at 6%. |
| 2014 | 1 | 82 | $5,659,819 | $548,194 | $6,685iApproximate average salary by contribution assumption: employee only about $167,132 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,566 at 4% or $55,711 at 6%. |
| Tradition Mortgage 401K Plan | - | 82 | $5,659,819 | $548,194 | $6,685iApproximate average salary by contribution assumption: employee only about $167,132 at 4% or $111,422 at 6%; with 50% employer match about $111,422 at 4% or $74,281 at 6%; with 100% employer match about $83,566 at 4% or $55,711 at 6%. |
| 2013 | 1 | 76 | $5,032,568 | $562,559 | $7,402iApproximate average salary by contribution assumption: employee only about $185,052 at 4% or $123,368 at 6%; with 50% employer match about $123,368 at 4% or $82,245 at 6%; with 100% employer match about $92,526 at 4% or $61,684 at 6%. |
| Tradition Mortgage 401K Plan | - | 76 | $5,032,568 | $562,559 | $7,402iApproximate average salary by contribution assumption: employee only about $185,052 at 4% or $123,368 at 6%; with 50% employer match about $123,368 at 4% or $82,245 at 6%; with 100% employer match about $92,526 at 4% or $61,684 at 6%. |
| 2012 | 1 | 74 | $3,876,268 | $392,533 | $5,305iApproximate average salary by contribution assumption: employee only about $132,613 at 4% or $88,408 at 6%; with 50% employer match about $88,408 at 4% or $58,939 at 6%; with 100% employer match about $66,306 at 4% or $44,204 at 6%. |
| Tradition Mortgage 401K Plan | - | 74 | $3,876,268 | $392,533 | $5,305iApproximate average salary by contribution assumption: employee only about $132,613 at 4% or $88,408 at 6%; with 50% employer match about $88,408 at 4% or $58,939 at 6%; with 100% employer match about $66,306 at 4% or $44,204 at 6%. |
| 2011 | 1 | 84 | $3,415,827 | $368,663 | $4,389iApproximate average salary by contribution assumption: employee only about $109,721 at 4% or $73,147 at 6%; with 50% employer match about $73,147 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |
| Tradition Mortgage 401K Plan | - | 84 | $3,415,827 | $368,663 | $4,389iApproximate average salary by contribution assumption: employee only about $109,721 at 4% or $73,147 at 6%; with 50% employer match about $73,147 at 4% or $48,765 at 6%; with 100% employer match about $54,861 at 4% or $36,574 at 6%. |
| 2010 | 1 | 82 | $3,940,438 | $451,049 | $5,501iApproximate average salary by contribution assumption: employee only about $137,515 at 4% or $91,677 at 6%; with 50% employer match about $91,677 at 4% or $61,118 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| Tradition Mortgage 401K Plan | - | 82 | $3,940,438 | $451,049 | $5,501iApproximate average salary by contribution assumption: employee only about $137,515 at 4% or $91,677 at 6%; with 50% employer match about $91,677 at 4% or $61,118 at 6%; with 100% employer match about $68,757 at 4% or $45,838 at 6%. |
| 2009 | 1 | 96 | $3,710,108 | $492,141 | $5,126iApproximate average salary by contribution assumption: employee only about $128,162 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| Tradition Mortgage 401K Plan | - | 96 | $3,710,108 | $492,141 | $5,126iApproximate average salary by contribution assumption: employee only about $128,162 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,961 at 6%; with 100% employer match about $64,081 at 4% or $42,721 at 6%. |
| 2008 | 1 | 86 | $2,551,388 | $666,890 | $7,755iApproximate average salary by contribution assumption: employee only about $193,863 at 4% or $129,242 at 6%; with 50% employer match about $129,242 at 4% or $86,161 at 6%; with 100% employer match about $96,932 at 4% or $64,621 at 6%. |
| Tradition Mortgage 401K Plan | - | 86 | $2,551,388 | $666,890 | $7,755iApproximate average salary by contribution assumption: employee only about $193,863 at 4% or $129,242 at 6%; with 50% employer match about $129,242 at 4% or $86,161 at 6%; with 100% employer match about $96,932 at 4% or $64,621 at 6%. |
| 2007 | 1 | 73 | $0 | $0 | - |
| Tradition Mortgage 401K Plan | - | 73 | - | - | - |
| 2006 | 1 | 77 | $2,949,253 | $542,806 | $7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,490 at 6%; with 50% employer match about $117,490 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%. |
| Tradition Mortgage 401K Plan | - | 77 | $2,949,253 | $542,806 | $7,049iApproximate average salary by contribution assumption: employee only about $176,236 at 4% or $117,490 at 6%; with 50% employer match about $117,490 at 4% or $78,327 at 6%; with 100% employer match about $88,118 at 4% or $58,745 at 6%. |
| 2005 | 1 | 79 | $2,122,819 | $513,878 | $6,505iApproximate average salary by contribution assumption: employee only about $162,620 at 4% or $108,413 at 6%; with 50% employer match about $108,413 at 4% or $72,275 at 6%; with 100% employer match about $81,310 at 4% or $54,207 at 6%. |
| Tradition Mortgage 401K Plan | - | 79 | $2,122,819 | $513,878 | $6,505iApproximate average salary by contribution assumption: employee only about $162,620 at 4% or $108,413 at 6%; with 50% employer match about $108,413 at 4% or $72,275 at 6%; with 100% employer match about $81,310 at 4% or $54,207 at 6%. |
| 2004 | 1 | 79 | $1,678,358 | $527,356 | $6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%. |
| Tradition Mortgage 401K Plan | - | 79 | $1,678,358 | $527,356 | $6,675iApproximate average salary by contribution assumption: employee only about $166,885 at 4% or $111,257 at 6%; with 50% employer match about $111,257 at 4% or $74,171 at 6%; with 100% employer match about $83,442 at 4% or $55,628 at 6%. |
| 2003 | 1 | 71 | $1,033,987 | $410,120 | $5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,182 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%. |
| Tradition Mortgage 401K Plan | - | 71 | $1,033,987 | $410,120 | $5,776iApproximate average salary by contribution assumption: employee only about $144,408 at 4% or $96,272 at 6%; with 50% employer match about $96,272 at 4% or $64,182 at 6%; with 100% employer match about $72,204 at 4% or $48,136 at 6%. |
| 2002 | 1 | 47 | $448,866 | $296,754 | $6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| Tradition Mortgage 401K Plan | - | 47 | $448,866 | $296,754 | $6,314iApproximate average salary by contribution assumption: employee only about $157,848 at 4% or $105,232 at 6%; with 50% employer match about $105,232 at 4% or $70,155 at 6%; with 100% employer match about $78,924 at 4% or $52,616 at 6%. |
| 2001 | 1 | 22 | $276,459 | $179,904 | $8,177iApproximate average salary by contribution assumption: employee only about $204,436 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,145 at 6%. |
| Tradition Mortgage 401K Plan | - | 22 | $276,459 | $179,904 | $8,177iApproximate average salary by contribution assumption: employee only about $204,436 at 4% or $136,291 at 6%; with 50% employer match about $136,291 at 4% or $90,861 at 6%; with 100% employer match about $102,218 at 4% or $68,145 at 6%. |
| 2000 | 1 | 16 | $153,055 | $117,613 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,514 at 6%; with 50% employer match about $122,514 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| Tradition Mortgage 401K Plan | - | 16 | $153,055 | $117,613 | $7,351iApproximate average salary by contribution assumption: employee only about $183,770 at 4% or $122,514 at 6%; with 50% employer match about $122,514 at 4% or $81,676 at 6%; with 100% employer match about $91,885 at 4% or $61,257 at 6%. |
| 1999 | 1 | 17 | $54,732 | $51,351 | $3,021iApproximate average salary by contribution assumption: employee only about $75,516 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,563 at 6%; with 100% employer match about $37,758 at 4% or $25,172 at 6%. |
| Tradition Mortgage 401K Plan | - | 17 | $54,732 | $51,351 | $3,021iApproximate average salary by contribution assumption: employee only about $75,516 at 4% or $50,344 at 6%; with 50% employer match about $50,344 at 4% or $33,563 at 6%; with 100% employer match about $37,758 at 4% or $25,172 at 6%. |