Plan5500

Triad 401k Savings Plan — 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 401k Savings Plan is a benefit plan reported by Triad National Security, LLC under EIN 82-3291283 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,260 participants and $839,625,080 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Triad National Security, LLC
EIN
82-3291283
Plan number
002
Plan type
2
Location
Los Alamos, NM
Latest filing year
2023
Participants
3,260
End-of-year plan assets
$839,625,080

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,260H, C20241011153924NAL0023135009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$839,625,080
Total liabilities (EOY)
$0
Net assets (EOY)
$839,625,080
Net assets (BOY)
$750,238,886

Income & contributions

Employer contributions
$0
Participant contributions
$33,434,911
Total contributions
$34,523,981
Total income / additions
$159,308,302

Expenses & distributions

Benefits paid
$69,304,887
Administrative expenses
$258,393
Total expenses
$69,922,108
Net increase / (decrease)
$89,386,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$126,733not reported in the loaded dataset2023
Moss Adams LlpACCOUNTANT/AUDITOR$33,000not reported in the loaded dataset2023
Bny Mellon Asset ServicingTRUSTEE$29,215not reported in the loaded dataset2023
Usi Insurance Services LLCFIDUCIARY INSURANCE$24,184not reported in the loaded dataset2023
MercerINVESTMENT ADVISOR$20,735not reported in the loaded dataset2023
Alston & BirdATTORNEY/LEGAL$6,712not reported in the loaded dataset2023

Related Form 5500 pages