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Original filing (PDF)20250912072129NAL0000681283001
TRITON CONSTRUCTION COMPANY, LLC
Form 5500
FILING_RECEIVED
TRITON CONSTRUCTION 401K PLAN
401(k) retirement plan
Signals · 1
30% in single holding
Active participants
114
Accounts w/ balance
104
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity FID GROWTH COMPANY" is 30% of plan.
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRITON CONSTRUCTION COMPANY, LLC.
Plan sponsor
Name
TRITON CONSTRUCTION COMPANY, LLC
EIN
13-4204629
Address
550 7TH AVENUE,14TH FLOOR · NEW YORK, NY · 10018
Phone
(212) 388-5700
Industry
Constructionsee 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
2025-09-12
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRASSI & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $150 | — |
Investments
37 direct securities· $30.8M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID GROWTH COMPANY | — | — | — | $9.4M | 30.2% | |
| Fidelity FID BLUE CHIP GR | — | — | — | $3.5M | 11.2% | |
| Fidelity FID FREEDOM 2045 K | — | — | — | $2.4M | 7.8% | |
| Fidelity FID FREEDOM 2050 K | — | — | — | $1.7M | 5.5% | |
| Fidelity FID CONTRAFUND | — | — | — | $1.4M | 4.3% | |
| Fidelity FID TOTAL MKT IDX | — | — | — | $1.3M | 4.2% | |
| Fidelity FID FREEDOM 2055 K | — | — | — | $997K | 3.2% | |
| Fidelity FID FREEDOM 2030 K | — | — | — | $995K | 3.2% | |
| Fidelity FID FOCUSED STOCK | — | — | — | $849K | 2.7% | |
| Fidelity FID FREEDOM 2040 K | — | — | — | $814K | 2.6% | |
| Fidelity FID LARGE CAP STOCK | — | — | — | $809K | 2.6% | |
| Fidelity FID OTC PORTFOLIO | — | — | — | $741K | 2.4% | |
| Fidelity FID LOW PRICED STK | — | — | — | $645K | 2.1% | |
| Fidelity FID FREEDOM 2010 K ** 94 * Fidelity FID FREEDOM 2020 K | — | — | — | $626K | 2.0% | |
| Fidelity Government Money Market | — | — | — | $528K | 1.7% | |
| Fidelity FID PURITAN | — | — | — | $386K | 1.2% | |
| Fidelity FID FREEDOM 2025 K | — | — | — | $373K | 1.2% | |
| Fidelity FID REAL ESTATE INVS | — | — | — | $364K | 1.2% | |
| Fidelity FID VALUE | — | — | — | $356K | 1.1% | |
| Fidelity FID FIDELITY FUND | — | — | — | $346K | 1.1% | |
| Fidelity FID DIVERSIFD INTL | — | — | — | $334K | 1.1% | |
| Fidelity FID SM CAP DISCOVERY | — | — | — | $244K | 0.8% | |
| Fidelity FID SHORT TERM BOND | — | — | — | $186K | 0.6% | |
| Fidelity FID MID CAP STOCK | — | — | — | $179K | 0.6% | |
| Fidelity FID DIVIDEND GR | — | — | — | $175K | 0.6% | |
| Participant Loans Interest at 4% $ -0- | — | — | — | $168K | 0.5% | |
| Fidelity FID OVERSEAS | — | — | — | $150K | 0.5% | |
| Fidelity FID SMALL CAP VALUE | — | — | — | $115K | 0.4% | |
| Fidelity FID INTERMED BOND | — | — | — | $110K | 0.4% | |
| Fidelity FID INVST GR BD | — | — | — | $101K | 0.3% | |
| Fidelity FID EQUITY INC | — | — | — | $91K | 0.3% | |
| Fidelity FID GROWTH STRAT | — | — | — | $79K | 0.3% | |
| Fidelity FID VALUE STRAT | — | — | — | $72K | 0.2% | |
| Fidelity FID FREEDOM 2060 K | — | — | — | $68K | 0.2% | |
| Fidelity FID EQ DIV INCOME | — | — | — | $56K | 0.2% | |
| Fidelity FID EXTD MKT IDX | — | — | — | $38K | 0.1% | |
| Fidelity FID FREEDOM 2065 K | — | — | — | $12K | <0.1% |
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