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: 1,969
- Total Assets: $899.9M
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 | 1,969 | $899.9M | $0 | $32.2M |
| 2023 | 2,058 | $839.6M | $0 | $33.4M |
| 2022 | 2,249 | $750.2M | $0 | $33.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $118,169 | — | $118,169 |
| MOSS ADAMS LLP | Auditor | $30,000 | — | $30,000 |
| BNY MELLON ASSET SERVICING | Custodian / Trustee | $27,273 | — | $27,273 |
| USI INSURANCE SERVICES LLC | Insurance Carrier | $25,865 | — | $25,865 |
| MERCER | Investment Advisor | $19,152 | — | $19,152 |
| ALSTON & BIRD | ERISA Attorney | $5,973 | — | $5,973 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MOSS ADAMS LLP — Auditor
- ALSTON & BIRD — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $226,432
- Estimated Expense Ratio: 0.025% 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 | $200,431 | $19,152 | $27,065 | $30,000 | — |
| 2023 | $258,393 | $20,735 | $25,984 | $33,000 | — |
| 2022 | $268,489 | — | — | — | — |