Triad Defined Contribution Plans Master Trust — Form 5500 plan (Triad National Security, LLC)

Plain-English plan 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, Triad Defined Contribution Plans Master Trust is a benefit plan reported by Triad National Security, LLC under EIN 45-3246495 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $2,762,930,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triad National Security, LLC
EIN
45-3246495
Plan number
001
Plan type
4
Location
Los Alamos, NM
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$2,762,930,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011153606NAL0011133043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,762,930,247
Total liabilities (EOY)
$0
Net assets (EOY)
$2,762,930,247
Net assets (BOY)
$2,225,427,807

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$412,860,915

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$412,860,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages