2023 Form 5500 filing — Triad Defined Contribution Plans Master Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011153606NAL0011133043001) for Triad Defined Contribution Plans Master Trust, reported by Triad National Security, LLC under EIN 45-3246495 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153606NAL0011133043001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Triad National Security, LLC
- EIN
- 45-3246495
- Plan number
- 001
- Location
- Los Alamos, NM
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,762,930,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,762,930,247
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $412,860,915
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $412,860,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |