How big is Trident Construction Resource Management, LLC's plan?

Trident Construction Resource Management, LLC's plan reported $14.9M in assets and 114 participants for 2024.

Original filing (PDF)20250822114144NAL0005262289001

Trident Construction Resource Management, LLC

Name: Trident Construction Resource Management, LLC — Form 5500 Plan 001 (2024)
Creator: Trident Construction Resource Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trident Construction Resource Management Profit Sharing Plan

401(k) retirement plan · Trident Construction Resource Management, LLC's Trident Construction Resource Management Profit Sharing Plan held $14.9M in plan assets for 114 participants in 2024, with Ascensus as recordkeeper.

Active participants

114

Accounts w/ balance

141

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Morgan McKnight signed Trident Construction Resource Management, LLC's 2024 Form 5500 as plan administrator.

Morgan McKnight — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trident Construction Resource Management, LLC's EIN is 30-0962661.

EIN 30-0962661

Plan number 001

Plan year 2024

ACK ID 20250822114144NAL0005262289001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trident Construction Resource Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trident Construction Resource Management, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

TRIDENT CONSTRUCTION RESOURCE MANAGEMENT, LLC

EIN

all filings

Address

2245 TECHNICAL PARKWAY · CHARLESTON, SC · 29406

Phone

(843) 572-7600

Industry

Construction

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$3K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH RETIREMENT & BENEFIT	13-5674085	—	NONE	$31K	—

Investments

36 direct securities· $14.5M(97% of reported assets)

Other securities

$10.1M

26 holdings

Common Collective Trusts

$2.4M

4 holdings

Mutual Funds

$2.0M

6 holdings

					% of plan
BlackRock LifePath Index 2050 K BlackRock 0	Other securities	—	—	$1.6M	10.5%
iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$1.4M	9.5%
GM Allspring Core Plus Bond R6 Allspring 0	Other securities	—	—	$1.2M	7.8%
GM BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$1.0M	6.8%
GM iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$993K	6.7%
GM MFS Massachusetts Investors Gr Stk R6 MFS 0	Mutual Funds	—	—	$673K	4.5%
GM Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$625K	4.2%
BlackRock Lifepath Index Retire K BlackRock 0	Other securities	—	—	$570K	3.8%
MFS Massachusetts Investors Gr Stk R6 MFS 0	Mutual Funds	—	—	$533K	3.6%
GM First Eagle Global I First Eagle 0	Other securities	—	—	$489K	3.3%
GM iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$451K	3.0%
GM American Funds New World R6 American Funds 0	Mutual Funds	—	—	$443K	3.0%
GM Principal Equity Income Instl Principal 0	Other securities	—	—	$432K	2.9%
GM iShares S&P 500 Index K iShares 0	Common Collective Trusts	—	—	$427K	2.9%
GM iShares Russell 2000 SmCap Ind K iShares 0	Common Collective Trusts	—	—	$367K	2.5%
BlackRock LifePath Index 2040 K BlackRock 0	Other securities	—	—	$360K	2.4%
BlackRock LifePath Index 2030 K BlackRock 0	Other securities	—	—	$332K	2.2%
Allspring Core Plus Bond R6 Allspring 0	Other securities	—	—	$294K	2.0%
iShares MSCI EAFE Intl Index K iShares 0	Other securities	—	—	$233K	1.6%
GM Wasatch Core Growth Instl Wasatch 0	Other securities	—	—	$217K	1.5%
BlackRock LifePath Index 2045 K BlackRock 0	Other securities	—	—	$208K	1.4%
iShares Russell Mid-Cap Index K iShares 0	Other securities	—	—	$195K	1.3%
Allspring Special Mid Cap Value R6 Allspring 0	Other securities	—	—	$190K	1.3%
Principal Equity Income Instl Principal 0	Other securities	—	—	$173K	1.2%
iShares Russell 2000 SmCap Ind K iShares 0	Common Collective Trusts	—	—	$173K	1.2%
First Eagle Global I First Eagle 0	Other securities	—	—	$166K	1.1%
American Funds New World R6 American Funds 0	Mutual Funds	—	—	$150K	1.0%
American Funds EuroPacific Gr R6 American Funds 0	Mutual Funds	—	—	$125K	0.8%
Neuberger Berman Mid Cap Growth R6 Neuberger Berman 0	Other securities	—	—	$105K	0.7%
Wasatch Core Growth Instl Wasatch 0	Other securities	—	—	$89K	0.6%
Vanguard International Value Inv Vanguard 0	Mutual Funds	—	—	$88K	0.6%
BlackRock Liquidity FedFund Premier BlackRock 0	Other securities	—	—	$66K	0.4%
BlackRock LifePath Index 2035 K BlackRock 0	Other securities	—	—	$47K	0.3%
Allspring Special Small Cap Value R6 Allspring 0	Other securities	—	—	$39K	0.3%
BlackRock LifePath Index 2055 K BlackRock 0	Other securities	—	—	$31K	0.2%
BlackRock LifePath Index 2060 K BlackRock 0	Other securities	—	—	$29K	0.2%