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Original filing (PDF)20251014131438NAL0002858401001
TRIAD TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
TRIAD TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
306
Accounts w/ balance
275
Plan assets (EOY)
$25.5M
Net assets (EOY)
$25.5M
How this plan invests
This plan
26 pooled trusts
Schedule D
34 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.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD TECHNOLOGIES, LLC.
Plan sponsor
Name
TRIAD TECHNOLOGIES, LLC
EIN
43-1969651
Address
985 FALLS CREEK DRIVE · VANDALIA, OH · 45377
Phone
(937) 401-0460
Industry
Wholesale Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | SERVICE PROVIDER | $22K | — |
| CREATIVE RETIREMENT SYSTEMS | 31-1299207 | — | SERVICE PROVIDER | $12K | — |
| FAIRCOURT PARTNERS, LLC | 82-4882966 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
34 direct securities · 26 pooled funds· $49.8M(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
$25.4M
34 holdings
Pooled Separate Account
$24.5M
26 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $415K | $6.2M | 24.1% | |
| MyCompass Index Moderate Retirement Fund R | — | — | $294K | $3.8M | 14.7% | |
| MyCompass Index Moderate 2045 Fund R | — | — | $229K | $3.7M | 14.6% | |
| MyCompass Index Moderate 2055 Fund R | — | — | $128K | $2.2M | 8.5% | |
| JPMorgan Large-Cap Growth Fund R6 | — | — | $23K | $1.8M | 7.0% | |
| Fidelity 500 Index Fund | — | — | $49K | $1.2M | 4.5% | |
| Voya Fixed Account | — | — | $82K | $923K | 3.6% | |
| Vanguard Group Vanguard Value Index Fund Admiral Shares | — | — | $33K | $908K | 3.6% | |
| MyCompass Index Aggressive 2045 Fund R | — | — | $44K | $780K | 3.1% | |
| American Funds American Funds American Balanced Fund Class R-6 | — | — | $22K | $679K | 2.7% | |
| MyCompass Index Aggressive 2055 Fund R | — | — | $24K | $395K | 1.5% | |
| MyCompass Index Conservative 2045 Fund R | — | — | $26K | $388K | 1.5% | |
| Fidelity Mid-Cap Index Fund | — | — | $13K | $240K | 0.9% | |
| Voya Mid-Cap Growth Fund R1 | — | — | $16K | $237K | 0.9% | |
| Fidelity US Bond Index Fund | — | — | $22K | $237K | 0.9% | |
| MyCompass Index Aggressive Retirement Fund R | — | — | $16K | $220K | 0.9% | |
| MyCompass Index Aggressive 2035 Fund R | — | — | $12K | $194K | 0.8% | |
| MyCompass Index Conservative Retirement Fund R | — | — | $15K | $177K | 0.7% | |
| MyCompass Index Conservative 2035 Fund R | — | — | $13K | $167K | 0.7% | |
| Vanguard Group Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | $4K | $121K | 0.5% | |
| Fidelity International Index Fund | — | — | $8K | $115K | 0.5% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | $6K | $114K | 0.4% | |
| Voya Core Plus Bond Fund R1 | — | — | $11K | $111K | 0.4% | |
| Fidelity Small-Cap Index Fund | — | — | $7K | $105K | 0.4% | |
| Vanguard Group Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | $3K | $104K | 0.4% | |
| Fidelity Real Estate Index Fund | — | — | $7K | $92K | 0.4% | |
| PGIM High Yield Fund Class R-6 | — | — | $6K | $89K | 0.4% | |
| MyCompass Index Moderate 2065 Fund R | — | — | $5K | $58K | 0.2% | |
| MyCompass Index Conservative 2065 Fund R | — | — | $3K | $41K | 0.2% | |
| Vanguard Group Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | $1K | $40K | 0.2% | |
| MyCompass Index Conservative 2055 Fund R | — | — | $2K | $35K | 0.1% | |
| Fidelity Emerging Markets Index Fund | — | — | $2K | $20K | <0.1% | |
| MyCompass Index Aggressive 2065 Fund R | — | — | $2K | $17K | <0.1% | |
| Voya Money Market Fund A 705 | — | — | — | $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% | |
| WO/TOTAL BOND INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 023 | Pooled Separate Account | — | — | $0 | <0.1% | |
| XO/BALANCED ALLOCATION ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 024 | Pooled Separate Account | — | — | $0 | <0.1% | |
| YM/INTERMEDIATE_TERM BOND ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 074 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IO/INTERNATIONL GROWTH ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 009 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HB/FOREIGN LARGE BLEND ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040277 / PN 085 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AI/MID-CAP INDEX SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 051 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AO/FOREIGN LARGE INDEX ACCOUNT SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AP/SMALL CAP BLEND ACCOUNT III SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| HA/LARGE CAP BLEND ACCOUNT IV SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 084 | Pooled Separate Account | — | — | $0 | <0.1% | |
| IB/2040 TARGET RETIREMENT ACCOUNT I SENTRY LIFE INSURANCE COMPANY · EIN 39-6040276 / PN 106 | Pooled Separate Account | — | — | $0 | <0.1% |
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