Plan Snapshot
- Plan Sponsor: Triton Management Services, LLC
- Sponsor EIN: 900881315
- Sponsor Address: 1000 AVIARA PARKWAY, CARLSBAD, CA, 92011
- Plan Type: 401(k)
- Total Participants: 593
- Total Assets: $46.5M
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 | 593 | $46.5M | $983,626 | $1.8M |
| 2023 | 571 | $41.5M | $1.0M | $1.8M |
| 2022 | 575 | $35.4M | $991,790 | $1.8M |
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 |
|---|---|---|---|---|
| LAVINE, LOFGREN, MORRIS & ENGELBERG | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $142,036 | $53,037 | $88,999 | — | — |
| 2023 | $128,374 | $53,000 | $75,374 | — | — |
| 2022 | $123,414 | — | $123,414 | — | — |