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Original filing (PDF)20251015101330NAL0005765968001
TRIDENT MARITIME SYSTEMS, LLC
Form 5500
FILING_RECEIVED
TRIDENT MARITIME SYSTEMS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,299
Accounts w/ balance
1,568
Plan assets (EOY)
$86.2M
Net assets (EOY)
$86.2M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIDENT MARITIME SYSTEMS, LLC.
Plan sponsor
Name
TRIDENT MARITIME SYSTEMS, LLC
EIN
37-1714323
Address
2011 CRYSTAL DRIVE · SUITE 1102 · ARLINGTON, VA · 22202
Phone
(703) 236-1589
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $26K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC. | 93-0987232 | LOS ANGELES, CA | ADVISOR | $44K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| NFP RETIREMENT INC. | 33-0905143 | — | ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $16K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 1 pooled fund· $86.7M(100% of reported assets)
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.
Uncategorized
$83.2M
27 holdings
Common Collective Trust
$2.3M
1 holding
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund | — | — | — | $10.5M | 12.2% | |
| Fidelity Freedom Index 2035 Fund | — | — | — | $10.3M | 11.9% | |
| Fidelity Freedom Index 2025 Fund | — | — | — | $8.0M | 9.3% | |
| Fidelity 500 Index Fund | — | — | — | $7.2M | 8.4% | |
| Fidelity Freedom Index 2040 Fund | — | — | — | $6.7M | 7.8% | |
| Fidelity Freedom Index 2050 Fund | — | — | — | $6.1M | 7.0% | |
| Fidelity Freedom Index 2045 Fund | — | — | — | $6.0M | 7.0% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $4.8M | 5.6% | |
| Fidelity Freedom Index 2020 Fund | — | — | — | $4.1M | 4.7% | |
| Fidelity Freedom Index 2055 Fund | — | — | — | $3.8M | 4.4% | |
| Common Collective Trust * Fidelity Managed Income Portfolio II | — | — | — | $2.3M | 2.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.3M | 2.6% | |
| Fidelity Freedom Index 2060 Fund | — | — | — | $2.2M | 2.5% | |
| Fidelity Total Bond K6 Fund | — | — | — | $1.9M | 2.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $1.3M | 1.5% | |
| T. Rowe Price Mid Cap Value Fund | — | — | — | $1.2M | 1.4% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $1.2M | 1.4% | |
| Fidelity Freedom Index Income Fund | — | — | — | $1.1M | 1.3% | |
| Hartford Schroders International Multi-Cap Value Fund | — | — | — | $1.1M | 1.2% | |
| MFS Mid Cap Growth Fund | — | — | — | $866K | 1.0% | |
| Janus Henderson Triton Fund | — | — | — | $765K | 0.9% | |
| J.P. Morgan Behavioral Value Fund | — | — | — | $746K | 0.9% | |
| Fidelity Freedom Index 2065 Fund | — | — | — | $620K | 0.7% | |
| American Funds New World Fund | — | — | — | $517K | 0.6% | |
| MFS International Diversification Fund | — | — | — | $467K | 0.5% | |
| Fidelity Appreciation K6 Fund | — | — | — | $318K | 0.4% | |
| Fidelity Freedom Index 2015 Fund | — | — | — | $284K | 0.3% | |
| Fidelity Freedom Index 2010 Fund | — | — | — | $158K | 0.2% | |
| Fidelity Freedom Index 2070 Fund | — | — | — | $14K | <0.1% |
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