Plan Snapshot
- Plan Sponsor: Triad Technologies, LLC
- Sponsor EIN: 431969651
- Sponsor Address: 985 FALLS CREEK DRIVE, VANDALIA, OH, 45377
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $25.5M
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 | 306 | $25.5M | $450,737 | $1.7M |
| 2023 | 308 | $22.3M | $396,143 | $1.5M |
| 2022 | 240 | $16.2M | $284,311 | $949,347 |
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 |
|---|---|---|---|---|
| FAIRCOURT PARTNERS, LLC | SERVICE PROVIDER | — | $44,189 | $44,189 |
| RSM US LLP | SERVICE PROVIDER | $21,599 | — | $21,599 |
| CREATIVE RETIREMENT SYSTEMS | SERVICE PROVIDER | $11,553 | — | $11,553 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $77,341
- Estimated Expense Ratio: 0.303% 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 | $39,326 | — | — | — | — |
| 2023 | $18,161 | — | — | — | — |
| 2022 | $20,693 | — | — | — | — |