Back to filter
Original filing (PDF)20250730122020NAL0002340627001
TRIAD ENGINEERING, INC.
Form 5500
FILING_RECEIVED
TRIAD ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
180
Accounts w/ balance
203
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD ENGINEERING, INC..
Plan sponsor
Name
TRIAD ENGINEERING, INC.
EIN
55-0592364
Address
10541 TEAYS VALLEY ROAD · SCOTT DEPOT, WV · 255609509
Phone
(304) 755-0721
Industry
Engineering Services· 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO LP | — | ST LOUIS, MO | INVESTMENT ADVISOR | $27K | — |
Investments
31 direct securities · 1 pooled fund· $28.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$14.5M
31 holdings
Pooled Separate Account
$13.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $2.0M | 13.9% | |
| JP Morgan US Equity A | — | — | — | $1.8M | 12.3% | |
| Putnam Equity Large Cap Value A | — | — | — | $1.7M | 11.4% | |
| American Funds American Balanced R3 | — | — | — | $1.2M | 8.3% | |
| The Hartford Midcap Value R4 | — | — | — | $974K | 6.7% | |
| MFS International Intrinsic Value R3 | — | — | — | $872K | 6.0% | |
| Invesco Inc. Global A | — | — | — | $756K | 5.2% | |
| JP Morgan Mid Cap Growth R3 | — | — | — | $670K | 4.6% | |
| American Funds Target Date Retirement 2050 R3 | — | — | — | $658K | 4.5% | |
| The Hartford Balanced Income R4 | — | — | — | $588K | 4.1% | |
| Empower General Account | — | — | — | $433K | 3.0% | |
| American Funds Target Date Retirement 2040 R3 | — | — | — | $329K | 2.3% | |
| BNY Mellon NSL Stock Index Fund | — | — | — | $286K | 2.0% | |
| Fidelity Advisor Total Bond M | — | — | — | $268K | 1.9% | |
| BNY Mellon NSL Large Cap Stock Index Fund UC1 | — | — | — | $253K | 1.7% | |
| American Funds Target Date Retirement 2060 R3 | — | — | — | $231K | 1.6% | |
| Victory Sycamore Small Company Opportunities A | — | — | — | $225K | 1.6% | |
| American Funds Target Date Retirement 2035 R3 | — | — | — | $210K | 1.5% | |
| ClearBridge Mid Cap Core A | — | — | — | $180K | 1.2% | |
| American Funds Target Date Retirement 2025 R3 | — | — | — | $172K | 1.2% | |
| maturing through July 2028 | — | — | — | $155K | 1.1% | |
| American Funds Target Date Retirement 2045 R3 | — | — | — | $153K | 1.1% | |
| American Funds Target Date Retirement 2030 R3 | — | — | — | $96K | 0.7% | |
| American Funds Target Date Retirement 2065 R3 | — | — | — | $84K | 0.6% | |
| ClearBridge Small Cap Growth A | — | — | — | $82K | 0.6% | |
| BNY Mellon NSL Small Cap Stock Index Fund | — | — | — | $70K | 0.5% | |
| American Funds Target Date Retirement 2055 R3 | — | — | — | $56K | 0.4% | |
| BNY Mellon NSL International Stock Index Fund | — | — | — | $18K | 0.1% | |
| Pimco High Yield A | — | — | — | $9K | <0.1% | |
| BNY Mellon NSL Agg Bond Index Fund UC1 | — | — | — | $7K | <0.1% | |
| JP Morgan SmartRetirement Income A ** 943 Invesco Inc. Invesco International Divers A | — | — | — | $2K | <0.1% |