Plan Snapshot
- Plan Sponsor: Triad Metals
- Sponsor EIN: 232474017
- Sponsor Address: 3480 GRAND AVENUE, PITTSBURGH, PA, 15225
- Plan Type: 401(k)
- Total Participants: 239
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 239 | $38.0M | $841,490 | $1.6M |
| 2023 | 231 | $33.3M | $1.0M | $1.5M |
| 2022 | 221 | $28.4M | $1.0M | $1.4M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | INVESTMENT ADVISOR | $35,363 | — | $35,363 |
| METRO BENEFITS INC | CONTRACT ADMIN | $21,070 | — | $21,070 |
| SISTERSON & CO. LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- SISTERSON & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,433
- Estimated Expense Ratio: 0.148% 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 | -$19,162 | — | -$19,162 | — | — |
| 2023 | -$16,127 | — | -$16,127 | — | — |
| 2022 | -$16,345 | — | -$16,345 | — | — |