Plan Snapshot
- Plan Sponsor: Trident Maritime Systems, LLC
- Sponsor EIN: 371714323
- Sponsor Address: 2011 CRYSTAL DRIVE, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 1,299
- Total Assets: $86.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,299 | $86.2M | $1.3M | $5.6M |
| 2023 | 871 | $53.2M | $1.7M | $4.9M |
| 2022 | 953 | $44.3M | $1.5M | $4.3M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC. | ADVISOR | $44,453 | — | $44,453 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,946 | — | $25,946 |
| BDO | ACCOUNTANT/AUDITOR | $16,000 | — | $16,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $15,530 | — | $15,530 |
| NFP RETIREMENT INC. | ADVISOR | $7,146 | — | $7,146 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDO — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- NFP RETIREMENT INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $109,075
- Estimated Expense Ratio: 0.126% 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 | $109,075 | $67,128 | $1,200 | $16,000 | — |
| 2023 | $95,647 | $29,125 | — | $23,000 | — |
| 2022 | $68,119 | $13,934 | — | — | — |