Original filing (PDF)20250710145945NAL0009340032001

TRIAD ADVISORY SERVICES, INC.

Name: TRIAD ADVISORY SERVICES, INC. — TRIAD ADVISORY SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TRIAD ADVISORY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

TRIAD ADVISORY SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD ADVISORY SERVICES, INC..

Plan sponsor

Name

TRIAD ADVISORY SERVICES, INC.

EIN

23-2150310

Address

1301 W. FOREST GROVE RD. · VINELAND, NJ · 08360

Phone

(856) 690-9590

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

GIMME CREDIT,LLC

GIMME CREDIT, LLC 401(K) AND PROFIT SHARING PLAN

$1.3M · 20 participants

RURAL WELLNESS, INC.

RURAL WELLNESS HEALTHCARE, INC. CASH BALANCE PLAN

$1.3M · 2 participants

DBC AMERICA LLC

DBC AMERICA LLC RETIREMENT PLAN

$1.3M · 23 participants

SPUTNIK MOMENT

SPUTNIK MOMENT 401(K) PLAN

$1.3M · 10 participants

ALLEGRO ORGANIZATIONAL SOLUTIONS, INC.

ALLEGRO ORGANIZATIONAL SOLUTIONS 401(K) PLAN

$1.3M · 153 participants