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Original filing (PDF)20251001153834NAL0018007747001
TRIAD COMPONENTS GROUP, INC.
Form 5500
FILING_RECEIVED
TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
401(k) retirement plan
Active participants
23
Accounts w/ balance
24
Plan assets (EOY)
—
Net assets (EOY)
—
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD COMPONENTS GROUP, INC..
Plan sponsor
Name
TRIAD COMPONENTS GROUP, INC.
EIN
33-0849488
Address
1675 PIONEER WAY STE C · EL CAJON, CA · 92020
Phone
(619) 593-5050
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2O · ESOP (non-leveraged)
2J · 401(k) feature
2K · 401(m) arrangement
2H · Partial participant-directed accounts
3I · Requires investment in employer securities
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $7K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPE INVESTMENT ADVISORY | — | MCDONOUGH, GA | INVESTMENT ADVISOR | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | — | CHARLOTTESVILLE, VA | CONTRACT ADMIN | $150 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $44 | — |
Investments
10 pooled funds· $551K
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SSGA TARGET RETIREMENT 2035 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 402 | Common Collective Trust | $211K | 38.3% |
| SSGA TARGET RETIREMENT 2040 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 403 | Common Collective Trust | $137K | 24.9% |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | $84K | 15.2% |
| SSGA TARGET RETIREMENT 2060 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 421 | Common Collective Trust | $46K | 8.3% |
| SSGA TARGET RETIREMENT 2065 NL K STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 047 | Common Collective Trust | $22K | 4.0% |
| SSGA TARGET RETIREMENT 2050 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 405 | Common Collective Trust | $20K | 3.6% |
| SSGA TARGET RETIREMENT 2030 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 401 | Common Collective Trust | $16K | 3.0% |
| SSGA TARGET RETIREMENT 2025 NL FUND STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 400 | Common Collective Trust | $12K | 2.1% |
| SSGA RUSSELL LC VALUE INDEX NL CLAS STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 226 | Common Collective Trust | $3K | 0.6% |
| STATE ST US INFL PROTET BND IDX SL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | $326 | <0.1% |
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