Triad 401(k) Retirement Plan
Sponsored by Triad National Security, Llc · EIN 823291283 · Plan #001
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 12,888
- With balances
- 16,009
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $563,502 |
| Bny Mellon Asset Servicing | Trustee (institutional), Trustee (directed) | $148,860 |
| Mercer | Consulting (general), Investment advisory (plan) | $104,236 |
| Usi Insurance Services Llc | Other services | $64,134 |
| Moss Adams Llp | Accounting | $33,000 |
| Alston & Bird | Legal | $32,933 |