Plan Snapshot
- Plan Sponsor: Triumph Aerostructures, LLC.
- Sponsor EIN: 043526344
- Sponsor Address: 555 E LANCASTER AVENUE, RADNOR, PA, 19087
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.1B | $0 | $0 |
| 2023 | 0 | $1.2B | $0 | $0 |
| 2022 | 0 | $1.2B | $0 | $0 |
| 2021 | 0 | $1.2B | $0 | $0 |
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 |
|---|---|---|---|---|
| SEI INVESTMENTS CO. | Other Service Provider | $792,094 | — | $792,094 |
| NEWTON INVESTMENT MGMT | Other Service Provider | $433,700 | — | $433,700 |
| JP MORGAN INVESTMENT MGMT INC. | Recordkeeper | $342,113 | — | $342,113 |
| JOHNSTON INVESTMENTS | Other Service Provider | $230,030 | — | $230,030 |
| AEA | Other Service Provider | $101,672 | — | $101,672 |
| NEWPORT | Other Service Provider | $75,000 | — | $75,000 |
| WINDROSE HEALTH INVESTORS | Other Service Provider | $74,460 | — | $74,460 |
| ODYSSEY ADVISORS | Other Service Provider | $60,000 | — | $60,000 |
| PRIVATE ADVISORS | Other Service Provider | $49,557 | — | $49,557 |
| VISTA EQUITY PARTNERS | Other Service Provider | $42,041 | — | $42,041 |
| MILL POINT | Other Service Provider | $40,186 | — | $40,186 |
| LIGHT YEAR CAPITAL | Other Service Provider | $37,824 | — | $37,824 |
| SK CAPITAL | Other Service Provider | $28,972 | — | $28,972 |
| RIVERSIDE | Other Service Provider | $25,000 | — | $25,000 |
| AMERICAN SECURITIES | Other Service Provider | $20,206 | — | $20,206 |
| ADVENT INTERNATIONAL | Other Service Provider | $15,000 | — | $15,000 |
| THOMA BRAVO | Other Service Provider | $10,553 | — | $10,553 |
| BAIN CAPITAL | Other Service Provider | $7,500 | — | $7,500 |
| MARLIN | Other Service Provider | $7,261 | — | $7,261 |
| FRONTENAC | Other Service Provider | $6,380 | — | $6,380 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MGMT INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,399,549
- Estimated Expense Ratio: 0.210% 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 | $1,979,983 | $1,979,983 | — | — | — |
| 2023 | $2,404,412 | $2,404,412 | — | — | — |
| 2022 | $2,905,564 | $2,905,564 | — | — | — |
| 2021 | $3,786,330 | $3,786,330 | — | — | — |