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Original filing (PDF)20251015154535NAL0006658240001
TRIUMPH GROUP, INC.
Form 5500
FILING_RECEIVED
TRIUMPH GROUP, INC. 401K PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
2,026
Accounts w/ balance
5,028
Plan assets (EOY)
$835.5M
Net assets (EOY)
$835.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Retirement Savings Trust III" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIUMPH GROUP, INC..
Plan sponsor
Name
TRIUMPH GROUP, INC.
EIN
51-0347963
Address
555 E. LANCASTER AVE. · #400 · RADNOR, PA · 19087
Phone
(610) 251-1000
Industry
Manufacturingsee all
Plan administrator
Name
TRIUMPH GROUP, INC. COMMITTEE
EIN
51-0347963
City
RADNOR, PA
Phone
(610) 251-1000
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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FISCHER CUNNANE & ASSOCIATES LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $348K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $149K | — |
Investments
24 direct securities · 12 pooled funds· $1.2B(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
$835.6M
24 holdings
Common Collective Trust
$366.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Retirement Savings Trust III | — | — | — | $237.8M | 28.5% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | — | — | — | $76.8M | 9.2% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $73.8M | 8.8% | |
| Vanguard Target Retirement Income and Growth Trust II | — | — | — | $73.8M | 8.8% | |
| Vanguard Target Retirement 2040 Trust II | — | — | — | $60.7M | 7.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $60.7M | 7.3% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $59.0M | 7.1% | |
| Vanguard Target Retirement 2070 Trust II | — | — | — | $59.0M | 7.1% | |
| Vanguard Total Stock Market Index Fund Institutional Plus Shares | — | — | — | $52.3M | 6.3% | |
| Vanguard Target Retirement 2030 Trust II | — | — | — | $45.2M | 5.4% | |
| Vanguard Target Retirement 2035 Trust II | — | — | — | $42.2M | 5.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $42.2M | 5.1% | |
| Vanguard Target Retirement 2045 Trust II | — | — | — | $38.5M | 4.6% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $38.5M | 4.6% | |
| Vanguard Target Retirement 2050 Trust II | — | — | — | $31.7M | 3.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $31.7M | 3.8% | |
| Vanguard Target Retirement 2055 Trust II | — | — | — | $20.9M | 2.5% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $20.9M | 2.5% | |
| Vanguard Target Retirement 2060 Trust II | — | — | — | $18.2M | 2.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $18.2M | 2.2% | |
| Vanguard Total International Bond Index Fund Instit Shr | — | — | — | $17.5M | 2.1% | |
| Vanguard Target Retirement 2065 Trust II | — | — | — | $11.0M | 1.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $11.0M | 1.3% | |
| Vanguard Target Retirement 2025 Trust II | — | — | — | $10.6M | 1.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $9.5M | 1.1% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | — | — | — | $7.6M | 0.9% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.9% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $6.8M | 0.8% | |
| Vanguard Core-Plus Bond Fund Admiral Shares | — | — | — | $6.6M | 0.8% | |
| Vanguard Explorer Fund Admiral Shares | — | — | — | $3.6M | 0.4% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $2.3M | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $2.2M | 0.3% | |
| Vanguard Brokerage Option Fund | — | — | — | $519K | <0.1% | |
| Participant loans | — | — | — | $205K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $205K | <0.1% |