Travis Anders BUSH signed Triad Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Triad Engineering, Inc.'s EIN is 55-0592364.
Download the official 2024 Form 5500 (PDF) for Triad Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Triad Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $13.9M | 95.9% | |
| American Funds Target Date Retirement 2020 R3 ** 453 American Century Growth A | Mutual Funds | — | — | $2.0M | 13.9% | |
| JP Morgan US Equity A | Other securities | — | — | $1.8M | 12.3% | |
| Putnam Equity Large Cap Value A | Mutual Funds | — | — | $1.7M | 11.4% | |
| American Funds American Balanced R3 | Mutual Funds | — | — | $1.2M | 8.3% | |
| The Hartford Midcap Value R4 | Other securities | — | — | $974K | 6.7% | |
| MFS International Intrinsic Value R3 | Mutual Funds | — | — | $872K | 6.0% | |
| Invesco Inc. Global A | Mutual Funds | — | — | $756K | 5.2% | |
| JP Morgan Mid Cap Growth R3 | Other securities | — | — | $670K | 4.6% | |
| American Funds Target Date Retirement 2050 R3 | Mutual Funds | — | — | $658K | 4.5% | |
| The Hartford Balanced Income R4 | Other securities | — | — | $588K | 4.1% | |
| Empower General Account | Other securities | — | — | $433K | 3.0% | |
| American Funds Target Date Retirement 2040 R3 | Mutual Funds | — | — | $329K | 2.3% | |
| BNY Mellon NSL Stock Index Fund | Common Collective Trusts | — | — | $286K | 2.0% | |
| Fidelity Advisor Total Bond M | Mutual Funds | — | — | $268K | 1.9% | |
| BNY Mellon NSL Large Cap Stock Index Fund UC1 | Common Collective Trusts | — | — | $253K | 1.7% | |
| American Funds Target Date Retirement 2060 R3 | Mutual Funds | — | — | $231K | 1.6% | |
| Victory Sycamore Small Company Opportunities A | Common Stocks | — | — | $225K | 1.6% | |
| American Funds Target Date Retirement 2035 R3 | Mutual Funds | — | — | $210K | 1.5% | |
| ClearBridge Mid Cap Core A | Other securities | — | — | $180K | 1.2% | |
| American Funds Target Date Retirement 2025 R3 | Mutual Funds | — | — | $172K | 1.2% | |
| maturing through July 2028 | Other securities | — | — | $155K | 1.1% | |
| American Funds Target Date Retirement 2045 R3 | Mutual Funds | — | — | $153K | 1.1% | |
| American Funds Target Date Retirement 2030 R3 | Mutual Funds | — | — | $96K | 0.7% | |
| American Funds Target Date Retirement 2065 R3 | Mutual Funds | — | — | $84K | 0.6% | |
| ClearBridge Small Cap Growth A | Other securities | — | — | $82K | 0.6% | |
| BNY Mellon NSL Small Cap Stock Index Fund | Common Collective Trusts | — | — | $70K | 0.5% | |
| American Funds Target Date Retirement 2055 R3 | Mutual Funds | — | — | $56K | 0.4% | |
| BNY Mellon NSL International Stock Index Fund | Common Collective Trusts | — | — | $18K | 0.1% | |
| Pimco High Yield A | Mutual Funds | — | — | $9K | <0.1% | |
| BNY Mellon NSL Agg Bond Index Fund UC1 | Common Collective Trusts | — | — | $7K | <0.1% | |
| JP Morgan SmartRetirement Income A ** 943 Invesco Inc. Invesco International Divers A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
