# Triumph Aerostructures, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/triumph-aerostructures-llc-043526344-001

> Triumph Aerostructures, LLC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|—|—|—|

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