Civic Intelligence

Tradition Wealth Management LLC

Plan context: Tradition Wealth Management LLC 401(K) Plan

EIN 42-1577774 • Edina, MN • 12 filings • 1 plans

7601 France Avenue South, Suite 100Edina, MN 55435
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$4,854,473

2024 Contributions

$484,463

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,854,473$2,427,237$0201320192024YearValue
$4,854,473Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1890201320192024YearValue
18Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024118$4,854,473$484,463$26,915iApproximate average salary by contribution assumption: employee only about $672,865 at 4% or $448,577 at 6%; with 50% employer match about $448,577 at 4% or $299,051 at 6%; with 100% employer match about $336,433 at 4% or $224,288 at 6%.
Tradition Wealth Management LLC 401(K) Plan-18$4,854,473$484,463$26,915iApproximate average salary by contribution assumption: employee only about $672,865 at 4% or $448,577 at 6%; with 50% employer match about $448,577 at 4% or $299,051 at 6%; with 100% employer match about $336,433 at 4% or $224,288 at 6%.
2023114$4,039,879$410,096$29,293iApproximate average salary by contribution assumption: employee only about $732,314 at 4% or $488,210 at 6%; with 50% employer match about $488,210 at 4% or $325,473 at 6%; with 100% employer match about $366,157 at 4% or $244,105 at 6%.
Tradition Wealth Management LLC 401(K) Plan-14$4,039,879$410,096$29,293iApproximate average salary by contribution assumption: employee only about $732,314 at 4% or $488,210 at 6%; with 50% employer match about $488,210 at 4% or $325,473 at 6%; with 100% employer match about $366,157 at 4% or $244,105 at 6%.
2022115$3,095,225$394,531$26,302iApproximate average salary by contribution assumption: employee only about $657,552 at 4% or $438,368 at 6%; with 50% employer match about $438,368 at 4% or $292,245 at 6%; with 100% employer match about $328,776 at 4% or $219,184 at 6%.
Tradition Wealth Management LLC 401(K) Plan-15$3,095,225$394,531$26,302iApproximate average salary by contribution assumption: employee only about $657,552 at 4% or $438,368 at 6%; with 50% employer match about $438,368 at 4% or $292,245 at 6%; with 100% employer match about $328,776 at 4% or $219,184 at 6%.
2021114$3,207,784$332,042$23,717iApproximate average salary by contribution assumption: employee only about $592,932 at 4% or $395,288 at 6%; with 50% employer match about $395,288 at 4% or $263,525 at 6%; with 100% employer match about $296,466 at 4% or $197,644 at 6%.
Tradition Wealth Management LLC 401(K) Plan-14$3,207,784$332,042$23,717iApproximate average salary by contribution assumption: employee only about $592,932 at 4% or $395,288 at 6%; with 50% employer match about $395,288 at 4% or $263,525 at 6%; with 100% employer match about $296,466 at 4% or $197,644 at 6%.
2020113$2,493,011$324,136$24,934iApproximate average salary by contribution assumption: employee only about $623,338 at 4% or $415,559 at 6%; with 50% employer match about $415,559 at 4% or $277,039 at 6%; with 100% employer match about $311,669 at 4% or $207,779 at 6%.
Tradition Wealth Management LLC 401(K) Plan-13$2,493,011$324,136$24,934iApproximate average salary by contribution assumption: employee only about $623,338 at 4% or $415,559 at 6%; with 50% employer match about $415,559 at 4% or $277,039 at 6%; with 100% employer match about $311,669 at 4% or $207,779 at 6%.
2019111$1,766,947$181,005$16,455iApproximate average salary by contribution assumption: employee only about $411,375 at 4% or $274,250 at 6%; with 50% employer match about $274,250 at 4% or $182,833 at 6%; with 100% employer match about $205,688 at 4% or $137,125 at 6%.
Tradition Wealth Management LLC 401(K) Plan-11$1,766,947$181,005$16,455iApproximate average salary by contribution assumption: employee only about $411,375 at 4% or $274,250 at 6%; with 50% employer match about $274,250 at 4% or $182,833 at 6%; with 100% employer match about $205,688 at 4% or $137,125 at 6%.
2018110$1,267,849$148,816$14,882iApproximate average salary by contribution assumption: employee only about $372,040 at 4% or $248,027 at 6%; with 50% employer match about $248,027 at 4% or $165,351 at 6%; with 100% employer match about $186,020 at 4% or $124,013 at 6%.
Tradition Wealth Management LLC 401(K) Plan-10$1,267,849$148,816$14,882iApproximate average salary by contribution assumption: employee only about $372,040 at 4% or $248,027 at 6%; with 50% employer match about $248,027 at 4% or $165,351 at 6%; with 100% employer match about $186,020 at 4% or $124,013 at 6%.
201719$1,221,190$140,875$15,653iApproximate average salary by contribution assumption: employee only about $391,319 at 4% or $260,880 at 6%; with 50% employer match about $260,880 at 4% or $173,920 at 6%; with 100% employer match about $195,660 at 4% or $130,440 at 6%.
Tradition Wealth Management LLC 401(K) Plan-9$1,221,190$140,875$15,653iApproximate average salary by contribution assumption: employee only about $391,319 at 4% or $260,880 at 6%; with 50% employer match about $260,880 at 4% or $173,920 at 6%; with 100% employer match about $195,660 at 4% or $130,440 at 6%.
201619$883,114$313,528$34,836iApproximate average salary by contribution assumption: employee only about $870,911 at 4% or $580,607 at 6%; with 50% employer match about $580,607 at 4% or $387,072 at 6%; with 100% employer match about $435,456 at 4% or $290,304 at 6%.
Tradition Wealth Management LLC 401(K) Plan-9$883,114$313,528$34,836iApproximate average salary by contribution assumption: employee only about $870,911 at 4% or $580,607 at 6%; with 50% employer match about $580,607 at 4% or $387,072 at 6%; with 100% employer match about $435,456 at 4% or $290,304 at 6%.
201519$517,588$174,924$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
Tradition Wealth Management LLC 401(K) Plan-9$517,588$174,924$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
201418$338,451$151,320$18,915iApproximate average salary by contribution assumption: employee only about $472,875 at 4% or $315,250 at 6%; with 50% employer match about $315,250 at 4% or $210,167 at 6%; with 100% employer match about $236,438 at 4% or $157,625 at 6%.
Tradition Wealth Management LLC 401(K) Plan-8$338,451$151,320$18,915iApproximate average salary by contribution assumption: employee only about $472,875 at 4% or $315,250 at 6%; with 50% employer match about $315,250 at 4% or $210,167 at 6%; with 100% employer match about $236,438 at 4% or $157,625 at 6%.
201318$169,007$151,997$19,000iApproximate average salary by contribution assumption: employee only about $474,991 at 4% or $316,660 at 6%; with 50% employer match about $316,660 at 4% or $211,107 at 6%; with 100% employer match about $237,495 at 4% or $158,330 at 6%.
Tradition Wealth Management LLC 401(K) Plan-8$169,007$151,997$19,000iApproximate average salary by contribution assumption: employee only about $474,991 at 4% or $316,660 at 6%; with 50% employer match about $316,660 at 4% or $211,107 at 6%; with 100% employer match about $237,495 at 4% or $158,330 at 6%.