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Company:
Tradition Financial Services, Inc.
Plan:
Tradition Financial Services, Inc. Tax Deferred Savings Plan
 

Tradition Financial Services, Inc.

83 Plan: Tradition Financial Services, Inc. Tax Deferred Savings Plan

 
 
83
40
81
89
0
10
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30
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60
70
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90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
[How is this calculated?]
5 additional years of work
Up to $56,400 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Tradition Financial Services, Inc. Tax Deferred Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances and Salary Deferral. Tradition Financial Services, Inc. Tax Deferred Savings Plan currently has over 200 active participants and over $23.3M in plan assets.

 

 Retirement Plan Details

Address 32 Old Slip
New York, NY 10005 
Industry Commodity Contracts Brokerage
Administrator Camille Slepian
Net Plan Assets $23,300,000
Total Participants 260
Avg Account Balance $90,000

 Top 3 Funds in this 401k

1. Dreyfus General Money Market 12%
2. Dreyfus S&P 500 Index 8%
3. Fidelity Emerging Asia 8%

  Plan Service Providers

Insurance Carrier MetLife
Investment Adviser CMC Advisors, Inc.
Auditor J.H. Cohn

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