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Original filing (PDF)20251015154419NAL0005028113001
TRIUMVIRATE ENVIRONMENTAL, INC.
Form 5500
FILING_RECEIVED
TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN
401(k) retirement plan
Active participants
1,182
Accounts w/ balance
1,465
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIUMVIRATE ENVIRONMENTAL, INC..
Plan sponsor
Name
TRIUMVIRATE ENVIRONMENTAL, INC.
EIN
04-3017601
Address
200 INNER BELT ROAD · SOMERVILLE, MA · 02143
Phone
(617) 628-8098
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $115K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $15K | — |
Investments
32 direct securities· $57.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANG TARGET RET 2055 Mutual Funds | — | — | — | $6.0M | 10.4% | |
| VANG TARGET RET 2060 Mutual Funds | — | — | — | $5.9M | 10.2% | |
| JPM US EQUITY R6 Mutual Funds | — | — | — | $4.6M | 7.9% | |
| VANG TARGET RET 2050 Mutual Funds | — | — | — | $4.3M | 7.5% | |
| VANG 500 INDEX ADM Mutual Funds | — | — | — | $4.2M | 7.2% | |
| JPM LG CAP GROWTH R6 Mutual Funds | — | — | — | $4.0M | 7.0% | |
| VANG TARGET RET 2035 Mutual Funds | — | — | — | $2.4M | 4.2% | |
| VANG TARGET RET 2045 Mutual Funds | — | — | — | $2.2M | 3.8% | |
| VANG TARGET RET 2040 Mutual Funds | — | — | — | $2.2M | 3.7% | |
| VANG TARGET RET 2025 Mutual Funds | — | — | — | $2.0M | 3.6% | |
| VANG TARGET RET 2030 Mutual Funds | — | — | — | $1.9M | 3.4% | |
| JPM MID CAP GRTH R6 Mutual Funds | — | — | — | $1.9M | 3.3% | |
| VANG TARGET RET 2065 Mutual Funds | — | — | — | $1.8M | 3.1% | |
| FID EXTD MKT IDX Mutual Funds | — | — | — | $1.8M | 3.1% | |
| VANG DEV MKT IDX ADM Mutual Funds | — | — | — | $1.5M | 2.7% | |
| VANG VMMR-FED MMKT Money Market Fund | — | — | — | $1.5M | 2.6% | |
| FID SM CAP IDX Mutual Funds | — | — | — | $1.4M | 2.4% | |
| VANG GROWTH IDX ADM Mutual Funds | — | — | — | $1.3M | 2.3% | |
| DFA US VECTOR EQ I Mutual Funds | — | — | — | $1.0M | 1.7% | |
| Notes Receivable from Participants Interest rates ranging from 4.25% to 9.50% - | — | — | — | $896K | 1.6% | |
| VANG VALUE IDX ADM Mutual Funds | — | — | — | $694K | 1.2% | |
| AF BALANCED R6 Mutual Funds | — | — | — | $590K | 1.0% | |
| VANG EXPLORER ADM Mutual Funds | — | — | — | $525K | 0.9% | |
| VOYA INTERM BOND R6 Mutual Funds | — | — | — | $485K | 0.8% | |
| VANG TARGET RET INC Mutual Funds | — | — | — | $429K | 0.7% | |
| VANG TARGET RET 2020 Mutual Funds | — | — | — | $416K | 0.7% | |
| AF NEW PERSPECT R6 Mutual Funds | — | — | — | $369K | 0.6% | |
| VAN REAL EST IDX ADM Mutual Funds | — | — | — | $249K | 0.4% | |
| DFA EMRG MKT CORE EQ Mutual Funds | — | — | — | $246K | 0.4% | |
| DFA US TARGET VAL I Mutual Funds | — | — | — | $220K | 0.4% | |
| DFA INF PRT SEC PORT Mutual Funds | — | — | — | $139K | 0.2% | |
| INVS INTL BOND R6 Mutual Funds | — | — | — | $119K | 0.2% |
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