Angela Coyle signed Triad Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triad Technologies, LLC's EIN is 43-1969651.
Download the official 2024 Form 5500 (PDF) for Triad Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triad Technologies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | SERVICE PROVIDER | $22K | — |
| CREATIVE RETIREMENT SYSTEMS |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24.5M | 95.8% | |
| MyCompass Index Moderate 2035 Fund R | Other securities | — | $415K | $6.2M | 24.1% | |
| MyCompass Index Moderate Retirement Fund R | Other securities | — | $294K | $3.8M | 14.7% | |
| MyCompass Index Moderate 2045 Fund R | Other securities | — | $229K | $3.7M | 14.6% | |
| MyCompass Index Moderate 2055 Fund R | Other securities | — | $128K | $2.2M | 8.5% | |
| JPMorgan Large-Cap Growth Fund R6 | Other securities | — | $23K | $1.8M | 7.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $49K | $1.2M | 4.5% | |
| Voya Fixed Account | Other securities | — | $82K | $923K | 3.6% | |
| Vanguard Group Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | $33K | $908K | 3.6% | |
| MyCompass Index Aggressive 2045 Fund R | Other securities | — | $44K | $780K | 3.1% | |
| American Funds American Funds American Balanced Fund Class R-6 | Mutual Funds | — | $22K | $679K | 2.7% | |
| MyCompass Index Aggressive 2055 Fund R | Other securities | — | $24K | $395K | 1.5% | |
| MyCompass Index Conservative 2045 Fund R | Other securities | — | $26K | $388K | 1.5% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | $13K | $240K | 0.9% | |
| Voya Mid-Cap Growth Fund R1 | Other securities | — | $16K | $237K | 0.9% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | $22K | $237K | 0.9% | |
| MyCompass Index Aggressive Retirement Fund R | Other securities | — | $16K | $220K | 0.9% | |
| MyCompass Index Aggressive 2035 Fund R | Other securities | — | $12K | $194K | 0.8% | |
| MyCompass Index Conservative Retirement Fund R | Other securities | — | $15K | $177K | 0.7% | |
| MyCompass Index Conservative 2035 Fund R | Other securities | — | $13K | $167K | 0.7% | |
| Vanguard Group Vanguard Mid-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | $4K | $121K | 0.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | $8K | $115K | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | $6K | $114K | 0.4% | |
| Voya Core Plus Bond Fund R1 | Other securities | — | $11K | $111K | 0.4% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | $7K | $105K | 0.4% | |
| Vanguard Group Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | $3K | $104K | 0.4% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | $7K | $92K | 0.4% | |
| PGIM High Yield Fund Class R-6 | Other securities | — | $6K | $89K | 0.4% | |
| MyCompass Index Moderate 2065 Fund R | Other securities | — | $5K | $58K | 0.2% | |
| MyCompass Index Conservative 2065 Fund R | Other securities | — | $3K | $41K | 0.2% | |
| Vanguard Group Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | $1K | $40K | 0.2% | |
| MyCompass Index Conservative 2055 Fund R | Other securities | — | $2K | $35K | 0.1% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | $2K | $20K | <0.1% | |
| MyCompass Index Aggressive 2065 Fund R | Other securities | — | $2K | $17K | <0.1% | |
| Voya Money Market Fund A 705 | Cash / Money Market | — | — | $10K | <0.1% | |
| HC/INTERMEDIATE TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040278 / PN 086 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AE/LARGE CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2015 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 102 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2020 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 103 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2025 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 104 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2030 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 105 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2035 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IA/2010 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 101 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2045 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 107 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2050 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 109 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IJ/2055 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IJ/2060 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 111 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PO/SMALL CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SO/LARGE CAP INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 019 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SE/LARGE CAP DIVIDENDS SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 070 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 31-1299207 |
| — |
| SERVICE PROVIDER |
| $12K |
| — |
| FAIRCOURT PARTNERS, LLC | 82-4882966 | — | SERVICE PROVIDER | $0 | — |
