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Original filing (PDF)20250730150409NAL0002027539001
TRITON RESTAURANTS, INC.
Form 5500
FILING_RECEIVED
TRITON RESTAURANTS EMPLOYEES PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 2
~150 bps in Sched C feesNo recordkeeper disclosed
Active participants
126
Accounts w/ balance
318
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
80
Participation health
100
Knocking points off
- 150 bps in Schedule C fees — 188% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRITON RESTAURANTS, INC..
Plan sponsor
Name
TRITON RESTAURANTS, INC.
EIN
56-1837872
Address
PO BOX 38533 · GREENSBORO, NC · 274388533
Phone
(336) 375-1221
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
TRITON RESTAURANTS INC
EIN
56-1837872
City
GREENSBORO, NC
Phone
(336) 375-1221
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
Audit & trust (Schedule H)
Auditor
BROWN, EDWARDS AND COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO BANK | 94-1347393 | WINSTONSALEM, NC | CUSTODIAN | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN, EDWARDS AND COMPANY L.L.P. | 54-0504608 | ROANOKE, VA | PLAN AUDITOR | $13K | — |
Investments
27 direct securities· $1.5M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares Core S&P 500 Fund ETF | — | — | $151K | $170K | 11.1% | |
| Vanguard Total Bond Market Index Fund ETF | — | — | $142K | $142K | 9.3% | |
| iShares S&P 500 Value Fund ETF | — | — | $128K | $131K | 8.6% | |
| iShares Russell 1000 Growth Fund ETF | — | — | $98K | $113K | 7.4% | |
| Fidelity 500 Index Fund | — | — | $91K | $113K | 7.4% | |
| JP Morgan Core Bond Fund Class I | — | — | $86K | $76K | 5.0% | |
| Vanguard Industrials Index Fund ETF | — | — | $70K | $75K | 4.9% | |
| PIMCO Income Fund Instl. | — | — | $75K | $74K | 4.8% | |
| Materials Select Sector SPDR Fund ETF | — | — | $74K | $67K | 4.4% | |
| Invesco DB Energy Fund ETF | — | — | $59K | $55K | 3.6% | |
| iShares Global Healthcare Fund ETF | — | — | $55K | $51K | 3.3% | |
| NYLI Large Cap Growth Fund Class I | — | — | $39K | $45K | 2.9% | |
| T Rowe Price Overseas Stock Fund | — | — | $45K | $45K | 2.9% | |
| Principal Mid Cap Fund Instl. | — | — | $36K | $43K | 2.8% | |
| Macquarie Small Cap Core Fund Class I | — | — | $39K | $42K | 2.8% | |
| Allspring Special Mid Cap Value Fund Inst. | — | — | $36K | $35K | 2.3% | |
| Embark Commodity Strategy Fund Instl. | — | — | $31K | $31K | 2.0% | |
| MFS Value Fund Class I | — | — | $30K | $29K | 1.9% | |
| Invesco Developing Markets Fund Class Y | — | — | $23K | $23K | 1.5% | |
| Goldman Sachs Financial Square Government Instl. Money Market Fund | — | — | $22K | $22K | 1.5% | |
| Principal High Yield Fund Instl. | — | — | $19K | $18K | 1.2% | |
| Dodge & Cox Stock Fund Class I | — | — | $17K | $18K | 1.2% | |
| LoCorr Macro Strategies Fund Class I | — | — | $20K | $18K | 1.2% | |
| Baron Emerging Markets Fund Instl. | — | — | $19K | $18K | 1.1% | |
| Causeway International Value Fund Instl. | — | — | $18K | $17K | 1.1% | |
| AlphaSimplex Managed Futures Strategy Fund Class I | — | — | $14K | $12K | 0.8% | |
| American Funds EuroPacific Growth Fund Class F-2 | — | — | $12K | $11K | 0.7% |