Original filing (PDF)20250923103917NAL0007852019001

Tribridge Residential, LLC

Name: Tribridge Residential, LLC — Tribridge Residential, Form 5500 (2024)
Creator: Tribridge Residential, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tribridge Residential 401(k) Plan

401(k) retirement plan · Tribridge Residential, LLC's Tribridge Residential 401(k) Plan held $9.9M in plan assets for 205 participants in 2024, with Newport Group as recordkeeper.

Signals · 2

Corrective distributions issued~77 bps in Sched C fees

Active participants

205

Accounts w/ balance

510

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIBRIDGE RESIDENTIAL, LLC.

Plan sponsor

Name

TRIBRIDGE RESIDENTIAL, LLC

EIN

27-4292135all filings

Address

ATTN YOULANDA TERRELL TRIBRIDGE · RESIDENTIAL, LLC · ATLANTA, GA · 30318

Phone

(404) 367-6043

Industry

Real Estate

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

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$50K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BAER WEALTH MANAGEMENT	—	MARIETTA, GA	NONE	$26K	—

Investments

21 direct securities· $9.9M(100% of reported assets)

Mutual Funds

$8.4M

18 holdings

Common Collective Trusts

$1.3M

1 holding

Cash / Money Market

$169K

1 holding

Other securities

$8K

1 holding

					% of plan
Vanguard Target Retirement 2050 Fund Vanguard 0	Mutual Funds	—	—	$1.9M	19.4%
Vanguard S&P 500 ETF Vanguard 0	Common Collective Trusts	—	—	$1.3M	13.4%
Vanguard Target Retirement 2045 Fund Vanguard 0	Mutual Funds	—	—	$1.3M	13.2%
Vanguard Target Retirement 2040 Fund Vanguard 0	Mutual Funds	—	—	$1.1M	11.5%
Vanguard Target Retirement 2020 Fund Vanguard 0	Mutual Funds	—	—	$998K	10.1%
Vanguard Target Retirement 2030 Fund Vanguard 0	Mutual Funds	—	—	$930K	9.4%
DFA Global Equity Portfolio I DFA 0	Mutual Funds	—	—	$544K	5.5%
DFA U.S. Core Equity II Fund Instl DFA 0	Mutual Funds	—	—	$530K	5.4%
DFA Intl Core Equity Portfolio Instl DFA 0	Mutual Funds	—	—	$284K	2.9%
DFA U.S. Micro Cap Portfolio Inst DFA 0	Mutual Funds	—	—	$283K	2.9%
Synthetic Cash Account Synthetic 0 824 Contribution Account Ascensus Trust Company 0 824 Various Rates and Maturities Participant's Loan Account 0	Cash / Money Market	—	—	$169K	1.7%
Vanguard Total Stock Market ETF Vanguard 0	Mutual Funds	—	—	$126K	1.3%
DFA Investment Grade Instl DFA 0	Mutual Funds	—	—	$120K	1.2%
Vanguard Federal Money Market Inv Vanguard 0	Mutual Funds	—	—	$76K	0.8%
Vanguard Total World Stock Index ETF Vanguard 0	Mutual Funds	—	—	$51K	0.5%
DFA U.S. Core Equity I DFA 0	Mutual Funds	—	—	$49K	0.5%
DFA Global 25/75 Portfolio I DFA 0	Mutual Funds	—	—	$9K	<0.1%
DFA Global Real Estate Securities DFA 0	Mutual Funds	—	—	$8K	<0.1%
IShares Core U.S. Aggregate Bond ETF iShares 0	Other securities	—	—	$8K	<0.1%
Vanguard High Yield Corp Inv Vanguard 0	Mutual Funds	—	—	$3K	<0.1%
Vanguard FTSE Developed Markets ETF Vanguard 0 235 Vanguard FTSE Emerging Markets ETF Vanguard 0	Mutual Funds	—	—	$1K	<0.1%