2023 Form 5500 filing — Triad 401k Savings Plan
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 20241011153924NAL0023135009001) for Triad 401k Savings Plan, reported by Triad National Security, LLC under EIN 82-3291283 and plan number 002. It reports 3,260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153924NAL0023135009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Triad National Security, LLC
- EIN
- 82-3291283
- Plan number
- 002
- Location
- Los Alamos, NM
- Participants
- 3,260
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $839,625,080
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $839,625,080
- Employer contributions
- $0
- Participant contributions
- $33,434,911
- Total income / additions
- $159,308,302
- Benefits paid
- $69,304,887
- Administrative expenses
- $258,393
- Total expenses
- $69,922,108
- Net increase / (decrease)
- $89,386,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $126,733 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $33,000 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | TRUSTEE | $29,215 | not reported in the loaded dataset |
| Usi Insurance Services LLC | FIDUCIARY INSURANCE | $24,184 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISOR | $20,735 | not reported in the loaded dataset |
| Alston & Bird | ATTORNEY/LEGAL | $6,712 | not reported in the loaded dataset |