Plan Snapshot
- Plan Sponsor: Triad National Security, LLC
- Sponsor EIN: 823291283
- Sponsor Address: BIKINI ATOLL RD, SM 30, LOS ALAMOS, NM, 87545
- Plan Type: 401(k)
- Total Participants: 12,888
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 12,888 | $2.5B | $148.9M | $153.9M |
| 2023 | 11,744 | $2.0B | $129.5M | $133.1M |
| 2022 | 10,005 | $1.5B | $98.9M | $106.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $33,000 | — | $33,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,000
- Estimated Expense Ratio: 0.001% 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 | $752,372 | $104,236 | $72,234 | $33,000 | — |
| 2023 | $771,673 | $92,580 | $60,059 | $36,000 | — |
| 2022 | $678,942 | — | — | — | — |