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Original filing (PDF)20251013111011NAL0001178801001
TRIMETRIX, INC.
Form 5500
FILING_RECEIVED
TRIMETRIX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
140
Accounts w/ balance
145
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 103% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIMETRIX, INC..
Plan sponsor
Name
TRIMETRIX, INC.
EIN
46-5480548
Address
1550 WILSON BLVD. · SUITE 700 · ARLINGTON, VA · 22209
Phone
(703) 351-5076
Industry
Professional & Technical Servicessee 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
2025-10-13
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)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
COHN REZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS | — | NORFOLK, NE | RECORDKEEPING-TPA | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REMBERT PENDLETON JACKSON | — | VIENNA, VA | INVESTMENT ADVISOR | $37K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT LLC | — | NORFOLK, NE | NONE | $2K | — |
Investments
30 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| DFA US LARGE COMPANY I Mutual funds | — | — | — | $1.2M | 11.1% | |
| VANGUARD GROWTH INDEX ADMIRAL Mutual funds | — | — | — | $1.1M | 9.6% | |
| VANGUARD TOTAL BOND MARKET INDEX ADM Mutual funds | — | — | — | $891K | 8.0% | |
| VANGUARD TARGET RETIREMENT 2030 INV Mutual funds | — | — | — | $847K | 7.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM Mutual funds | — | — | — | $687K | 6.2% | |
| VANGUARD TARGET RETIREMENT 2055 INV Mutual funds | — | — | — | $564K | 5.1% | |
| DFA US SMALL CAP I Mutual funds | — | — | — | $562K | 5.0% | |
| DFA US LARGE CAP VALUE I Mutual funds | — | — | — | $548K | 4.9% | |
| VANGUARD TARGET RETIREMENT 2040 INV Mutual funds | — | — | — | $540K | 4.8% | |
| VANGUARD TARGET RETIREMENT 2045 INV Mutual funds | — | — | — | $518K | 4.6% | |
| DFA INTERNATIONAL VALUE I Mutual funds | — | — | — | $492K | 4.4% | |
| DFA US TARGETED VALUE I Mutual funds | — | — | — | $462K | 4.1% | |
| VANGUARD MID-CAP VALUE INDEX ADMIRAL Mutual funds | — | — | — | $456K | 4.1% | |
| DFA EMERGING MARKETS CORE EQUITY I Mutual funds | — | — | — | $309K | 2.8% | |
| Participant notes receivable 8.50% 0 | — | — | — | $274K | 2.5% | |
| RETIREMENT CASH ACCOUNT Money Market | — | — | — | $222K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2035 INV Mutual funds | — | — | — | $219K | 2.0% | |
| VANGUARD HIGH-YIELD CORPORATE ADM Mutual funds | — | — | — | $178K | 1.6% | |
| VANGUARD TARGET RETIREMENT 2050 INV Mutual funds | — | — | — | $162K | 1.5% | |
| VANGUARD MID CAP INDEX ADMIRAL Mutual funds | — | — | — | $147K | 1.3% | |
| VANGUARD INTERM-TERM BOND INDEX ADM Mutual funds | — | — | — | $139K | 1.2% | |
| DFA INTERNATIONAL SMALL CAP VALUE I Mutual funds | — | — | — | $130K | 1.2% | |
| VANGUARD TOTAL INTL BD IDX ADMIRAL Mutual funds | — | — | — | $125K | 1.1% | |
| DFA GLOBAL REAL ESTATE SECURITIES PORT Mutual funds | — | — | — | $119K | 1.1% | |
| DFA INTERNATIONAL SMALL COMPANY I Mutual funds | — | — | — | $84K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2060 INV Mutual funds | — | — | — | $58K | 0.5% | |
| VANGUARD SHORT-TERM INVESTMENT-GRADE ADM Mutual funds | — | — | — | $51K | 0.5% | |
| VANGUARD TARGET RETIREMENT 2025 INV Mutual funds | — | — | — | $33K | 0.3% | |
| DFA INFLATION-PROTECTED SECURITIES I Mutual funds | — | — | — | $19K | 0.2% | |
| VANGUARD TARGET RETIREMENT 2065 INV Mutual funds | — | — | — | $7K | <0.1% |