Plan Snapshot
- Plan Sponsor: Triad Engineering, INC.
- Sponsor EIN: 550592364
- Sponsor Address: 10541 TEAYS VALLEY ROAD, SCOTT DEPOT, WV, 255609509
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 180 | $14.5M | $121,204 | $810,571 |
| 2023 | 166 | $12.3M | $117,061 | $691,923 |
| 2022 | 170 | $10.9M | $103,678 | $642,294 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EDWARD D JONES & CO LP | Investment Advisor | $26,571 | — | $26,571 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,571
- Estimated Expense Ratio: 0.184% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $26,571 | $26,571 | — | — | — |
| 2023 | $21,476 | $21,476 | — | — | — |
| 2022 | $23,566 | — | $23,566 | — | — |