AUMdb

Triad 401 K Savings Plan

Sponsored by Triad National Security, Llc · EIN 823291283 · Plan #002

Total assets
$900M
Net assets
$900M
Active participants
1,969
With balances
2,643

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 $118,169
Moss Adams Llp Accounting $30,000
Bny Mellon Asset Servicing Trustee (institutional), Trustee (directed) $27,273
Usi Insurance Services Llc Other services $25,865
Mercer Consulting (general), Investment advisory (plan) $19,152
Alston & Bird Legal $5,973