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Original filing (PDF)20250822114144NAL0005262289001
TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
TRIDENT CONSTRUCTION RESOURCE MANAGEMENT PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
114
Accounts w/ balance
141
Plan assets (EOY)
$14.9M
Net assets (EOY)
$14.9M
How this plan invests
This plan
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC.
Plan sponsor
Name
TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC
EIN
30-0962661
Address
2245 TECHNICAL PARKWAY · CHARLESTON, SC · 29406
Phone
(843) 572-7600
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
2025-08-22
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ELLIOTT DAVIS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $31K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
36 direct securities· $14.5M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2050 K BlackRock 0 | — | — | — | $1.6M | 10.5% | |
| iShares S&P 500 Index K iShares 0 | — | — | — | $1.4M | 9.5% | |
| GM Allspring Core Plus Bond R6 Allspring 0 | — | — | — | $1.2M | 7.8% | |
| GM BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $1.0M | 6.8% | |
| GM iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $993K | 6.7% | |
| GM MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $673K | 4.5% | |
| GM Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $625K | 4.2% | |
| BlackRock Lifepath Index Retire K BlackRock 0 | — | — | — | $570K | 3.8% | |
| MFS Massachusetts Investors Gr Stk R6 MFS 0 | — | — | — | $533K | 3.6% | |
| GM First Eagle Global I First Eagle 0 | — | — | — | $489K | 3.3% | |
| GM iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $451K | 3.0% | |
| GM American Funds New World R6 American Funds 0 | — | — | — | $443K | 3.0% | |
| GM Principal Equity Income Instl Principal 0 | — | — | — | $432K | 2.9% | |
| GM iShares S&P 500 Index K iShares 0 | — | — | — | $427K | 2.9% | |
| GM iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $367K | 2.5% | |
| BlackRock LifePath Index 2040 K BlackRock 0 | — | — | — | $360K | 2.4% | |
| BlackRock LifePath Index 2030 K BlackRock 0 | — | — | — | $332K | 2.2% | |
| Allspring Core Plus Bond R6 Allspring 0 | — | — | — | $294K | 2.0% | |
| iShares MSCI EAFE Intl Index K iShares 0 | — | — | — | $233K | 1.6% | |
| GM Wasatch Core Growth Instl Wasatch 0 | — | — | — | $217K | 1.5% | |
| BlackRock LifePath Index 2045 K BlackRock 0 | — | — | — | $208K | 1.4% | |
| iShares Russell Mid-Cap Index K iShares 0 | — | — | — | $195K | 1.3% | |
| Allspring Special Mid Cap Value R6 Allspring 0 | — | — | — | $190K | 1.3% | |
| Principal Equity Income Instl Principal 0 | — | — | — | $173K | 1.2% | |
| iShares Russell 2000 SmCap Ind K iShares 0 | — | — | — | $173K | 1.2% | |
| First Eagle Global I First Eagle 0 | — | — | — | $166K | 1.1% | |
| American Funds New World R6 American Funds 0 | — | — | — | $150K | 1.0% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $125K | 0.8% | |
| Neuberger Berman Mid Cap Growth R6 Neuberger Berman 0 | — | — | — | $105K | 0.7% | |
| Wasatch Core Growth Instl Wasatch 0 | — | — | — | $89K | 0.6% | |
| Vanguard International Value Inv Vanguard 0 | — | — | — | $88K | 0.6% | |
| BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $66K | 0.4% | |
| BlackRock LifePath Index 2035 K BlackRock 0 | — | — | — | $47K | 0.3% | |
| Allspring Special Small Cap Value R6 Allspring 0 | — | — | — | $39K | 0.3% | |
| BlackRock LifePath Index 2055 K BlackRock 0 | — | — | — | $31K | 0.2% | |
| BlackRock LifePath Index 2060 K BlackRock 0 | — | — | — | $29K | 0.2% |
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