Plan Snapshot
- Plan Sponsor: Triton Health Systems, L.L.C.
- Sponsor EIN: 631145811
- Sponsor Address: 417 20TH STREET NORTH, SUITE 1100, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 805
- Total Assets: $50.3M
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. |
|---|---|---|---|---|
| 2025 | 805 | $50.3M | $0 | $0 |
| 2024 | 572 | $44.0M | $1.5M | $2.8M |
| 2023 | 568 | $37.7M | $1.5M | $2.6M |
| 2022 | 553 | $29.6M | $1.5M | $2.4M |
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 |
|---|---|---|---|---|
| TIAA | Other Service Provider | $51,985 | — | $51,985 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,985
- Estimated Expense Ratio: 0.103% 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 |
|---|---|---|---|---|---|
| 2025 | $5,152,722 | — | $51,985 | — | — |
| 2024 | $46,244 | — | — | — | — |
| 2023 | $37,770 | — | $182 | — | — |
| 2022 | $33,761 | — | — | — | — |