# Triad Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/triad-technologies-llc-401k-plan

> Triad Technologies, LLC's 401(k) plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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