# Triumph Financial, INC. 401(k) Plan
Source: https://planprovider.pro/companies/triumph-bancorp-inc-401k-plan

> Triumph Financial, INC.'s 401(k) plan: 1,562 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Triumph Financial, INC.

- **Sponsor EIN:** 200477066

- **Sponsor Address:** 12700 PARK CENTRAL DRIVE, STE. 1700, DALLAS, TX, 75251

- **Plan Type:** 401(k)

- **Total Participants:** 1,562

- **Total Assets:** $101.0M

## 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.|

| 2024|1,562|$101.0M|$5.1M|$9.8M|

| 2023|1,470|$80.1M|$4.4M|$8.4M|

| 2022|1,440|$63.4M|$3.6M|$6.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$95,085|—|$95,085|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,881|—|$8,881|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,966

- **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|

| 2024|$103,966|$8,881|$300|—|—|

| 2023|$128,134|$380|—|—|—|

| 2022|$166,210|—|—|—|$166,210|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/triumph-bancorp-inc-401k-plan)

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