Triad 401(K) Retirement 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 401(K) Retirement Plan is a benefit plan reported by Triad National Security, LLC under EIN 82-3291283 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,147 participants and $2,017,061,751 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
- 001
- Plan type
- 2
- Location
- Los Alamos, NM
- Latest filing year
- 2023
- Participants
- 13,147
- End-of-year plan assets
- $2,017,061,751
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,147 | H, C | 20241011153801NAL0023132065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,017,061,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,017,061,751
- Net assets (BOY)
- $1,548,125,595
Income & contributions
- Employer contributions
- $129,489,486
- Participant contributions
- $133,115,671
- Total contributions
- $285,011,754
- Total income / additions
- $575,198,580
Expenses & distributions
- Benefits paid
- $105,226,430
- Administrative expenses
- $771,673
- Total expenses
- $106,262,424
- Net increase / (decrease)
- $468,936,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $476,968 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | TRUSTEE | $131,230 | not reported in the loaded dataset | 2023 |
| Mercer | INVESTMENT ADVISOR | $92,580 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services LLC | FIDUCIARY INSURANCE | $51,660 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $36,000 | not reported in the loaded dataset | 2023 |
| Alston & Bird | ATTORNEY/LEGAL | $29,612 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Triad National Security, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Los Alamos, NM
- Fidelity Investments Institutional — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Mercer — Schedule C compensation
- Usi Insurance Services LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Alston & Bird — Schedule C compensation