Back to filter
Original filing (PDF)20250903130615NAL0015412721001
TRIPLE PLAY SERVICES, INC. DBA THREE WAY
Form 5500
FILING_RECEIVED
THREE WAY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
455
Accounts w/ balance
587
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIPLE PLAY SERVICES, INC. DBA THREE WAY.
Plan sponsor
Name
TRIPLE PLAY SERVICES, INC. DBA THREE WAY
EIN
20-0398007
Address
701 DNA WAY · SUITE E · SOUTH SAN FRANCISCO, CA · 94080
Phone
(408) 748-3929
Industry
Transportation & Warehousingsee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SD MAYER & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THREE BELL CAPITAL, LLC | 45-3567626 | — | N/A | $36K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | — | N/A | $30K | — |
Investments
26 direct securities· $15.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Lifecycle Index 2030 Inst Fund Registered Investment Company | — | — | — | $2.1M | 13.3% | |
| TIAA-CREF Lifecycle Index 2020 Inst Fund Registered Investment Company | — | — | — | $1.7M | 10.8% | |
| TIAA-CREF Lifecycle Index 2040 Inst Fund Registered Investment Company | — | — | — | $1.4M | 9.0% | |
| TIAA-CREF Lifecycle Index 2050 Inst Fund Registered Investment Company | — | — | — | $1.4M | 8.9% | |
| TIAA-CREF Lifecycle Index 2045 Inst Fund Registered Investment Company | — | — | — | $1.2M | 7.8% | |
| TIAA-CREF Lifecycle Index 2035 Inst Fund Registered Investment Company | — | — | — | $1.2M | 7.5% | |
| TIAA-CREF Lifecycle Index 2025 Inst Fund Registered Investment Company | — | — | — | $1.1M | 7.1% | |
| Vanguard Growth Index Adm Fund Registered Investment Company | — | — | — | $957K | 6.1% | |
| Fidelity 500 Index Institutional Premium Fund Registered Investment Company | — | — | — | $730K | 4.6% | |
| TIAA-CREF Lifecycle Index 2055 Inst Fund Registered Investment Company | — | — | — | $535K | 3.4% | |
| Vanguard Equity-Income Adm Fund Registered Investment Company | — | — | — | $534K | 3.4% | |
| TIAA-CREF Lifecycle Index 2015 Inst Fund Registered Investment Company | — | — | — | $533K | 3.4% | |
| Participant Notes Receivable 10.50% with various maturities -0- | — | — | — | $497K | 3.2% | |
| Third-Party FDIC Insured Deposit Account Money market fund Money market fund *** | — | — | — | $371K | 2.4% | |
| TIAA-CREF Lifecycle Index 2060 Inst Fund Registered Investment Company | — | — | — | $261K | 1.7% | |
| Vanguard Small Cap Index Adm Fund Registered Investment Company | — | — | — | $258K | 1.6% | |
| Vanguard Mid Cap Index Adm Fund Registered Investment Company | — | — | — | $257K | 1.6% | |
| Vanguard Developed Market Index Fund Registered Investment Company | — | — | — | $159K | 1.0% | |
| TIAA-CREF Lifecycle Index 2010 Instl Fund Registered Investment Company | — | — | — | $135K | 0.9% | |
| Vanguard Interm-Term Bond Index Fund Registered Investment Company | — | — | — | $84K | 0.5% | |
| TIAA-CREF Lifecycle Index Ret Inc Instl Fund Registered Investment Company | — | — | — | $67K | 0.4% | |
| American Century Emerging Markets Fund Registered Investment Company | — | — | — | $64K | 0.4% | |
| PIMCO Income Instl Fund Registered Investment Company | — | — | — | $57K | 0.4% | |
| Vanguard Real Estate Index Adm Fund Registered Investment Company | — | — | — | $54K | 0.3% | |
| PIMCO Foreign Bond (USD-Hedged) Fund Registered Investment Company | — | — | — | $34K | 0.2% | |
| N/A - Self-directed investment | — | — | — | $6K | <0.1% |
Related plans
Other plans using THREE BELL CAPITAL, LLC
TWILIO INC.
TWILIO 401(K) PLAN
$628.5M · 3,107 participants
PACE SUPPLY CORPORATION
PACE SUPPLY CORP. 401(K) PLAN
$99.4M · 1,597 participants
NEW VENTURE FUND
NEW VENTURE FUND 401(K) PROFIT SHARING PLAN
$57.9M · 535 participants
IMPOSSIBLE FOODS, INC.
IMPOSSIBLE FOODS 401(K) PLAN
$55.3M · 398 participants
HALL CAPITAL PARTNERS LLC
HALL CAPITAL PARTNERS LLC 401(K) PLAN
$50.7M · 206 participants
CRYSTAL SPRINGS UPLANDS SCHOOL
CRYSTAL SPRINGS UPLANDS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$49.0M · 163 participants
Similar-size Transportation & Warehousing plans
CHRISTOFFERSON, INC.
CHRISTOFFERSON INC. RETIREMENT PLAN
$16.0M · 35 participants
USHIP, INC
USHIP, INC. 401(K) PLAN
$16.0M · 114 participants
MO-KAN TEAMSTERS HEALTH AND WELFARE FUND
MO-KAN TEAMSTERS HEALTH & WELFARE FUND
$15.4M · 501 participants
MERCER TRANSPORTATION CO., INC.
MERCER TRANSPORTATION CO., INC. EMPLOYEES 401(K) PLAN
$15.3M · 284 participants
MID-STATE MANAGEMENT, INC.
MID-STATE MANAGEMENT, INC. 401(K) PLAN
$16.2M · 340 participants
AL WARREN OIL COMPANY
WARREN'S 401(K) PROFIT SHARING PLAN
$14.9M · 301 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B