How big is Trident Management, Inc.'s plan?

Trident Management, Inc.'s plan reported $4.3M in assets and 171 participants for 2024.

Original filing (PDF)20251010085925NAL0007837617001

Trident Management, Inc.

Name: Trident Management, Inc. — Trident Management, Inc., Form 5500 (2024)
Creator: Trident Management, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trident Management, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Trident Management, Inc.'s Trident Management, Inc. 401(k) Profit Sharing Plan held $4.3M in plan assets for 171 participants in 2024, with Empower as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

171

Accounts w/ balance

126

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Marina S Craven signed Trident Management, Inc.'s 2024 Form 5500 as plan administrator.

Marina S Craven — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trident Management, Inc.'s EIN is 56-1977750.

EIN 56-1977750

Plan number 001

Plan year 2024

ACK ID 20251010085925NAL0007837617001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trident Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trident Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

TRIDENT MANAGEMENT, INC.

EIN

all filings

Address

1930 NORTH POPLAR STREET, SUITE 21 · SOUTHEREN PINES, NC · 28387

Phone

(910) 693-4015

Industry

Admin Support & Waste Mgmt

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$2K	—

Investments

31 direct securities · 1 pooled fund· $8.3M(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.

Common Collective Trust

$4.0M

1 holding

Other securities

$2.8M

22 holdings

Mutual Funds

$850K

7 holdings

Common Collective Trusts

$552K

1 holding

Pooled Separate Accounts

$77K

1 holding

					% of plan
SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000	Common Collective Trust	—	—	$4.0M	93.2%
Mass Mutual S&P 500 Index R3 (1)	Common Collective Trusts	—	—	$552K	12.8%
American Century One Choice 2030 R (1)	Other securities	—	—	$380K	8.8%
American Century One Choice 2035 R (1)	Other securities	—	—	$282K	6.5%
American Century One Choice 2055 R (1)	Other securities	—	—	$219K	5.1%
Mass Mutual Fixed account (1)	Other securities	—	—	$211K	4.9%
PIMCO Total Return R (1)	Mutual Funds	—	—	$173K	4.0%
The Hartford International Opportunities R3 (1)	Other securities	—	—	$167K	3.9%
Blackrock Total Return R (1)	Other securities	—	—	$163K	3.8%
Franklin Growth R (1)	Mutual Funds	—	—	$163K	3.8%
American Funds Fundamental Invs R1 (1)	Mutual Funds	—	—	$147K	3.4%
Mass Mutual Short-Duration BD R3 (1)	Other securities	—	—	$132K	3.1%
PIMCO Real Return R (1)	Mutual Funds	—	—	$131K	3.0%
Mass Mutual Discipline GR R3 (1)	Other securities	—	—	$125K	2.9%
MFS International Value R2 (1)	Mutual Funds	—	—	$117K	2.7%
American Century One Choice Income R (1)	Other securities	—	—	$113K	2.6%
Eaton Vance Atlanta Cap SMID Cap R (1)	Other securities	—	—	$112K	2.6%
American Century One Choice 2025 R (1)	Other securities	—	—	$112K	2.6%
Mass Mutual Core Bond R3 (1)	Other securities	—	—	$106K	2.5%
various repayment terms $0	Other securities	—	—	$97K	2.2%
American Century One Choice 2050 R (1)	Other securities	—	—	$92K	2.1%
Mass Mutual Select 20/80 Allocation R3 (1)	Other securities	—	—	$88K	2.0%
American Century One Choice 2045 R (1)	Other securities	—	—	$88K	2.0%
American Century Mid Cap Value R (1)	Other securities	—	—	$85K	2.0%
American Century Equity Income R (1)	Pooled Separate Accounts	—	—	$77K	1.8%
Goldman Sachs Small Cap Fund R (1)	Other securities	—	—	$71K	1.6%
Invesco International Diversified R (1)	Mutual Funds	—	—	$71K	1.6%
Royce Small Cap Total Return R (1)	Other securities	—	—	$67K	1.5%
American Century One Choice 2040 R (1)	Other securities	—	—	$66K	1.5%
Invesco American Franchise R (1)	Mutual Funds	—	—	$48K	1.1%
Mass Mutual Select 40/60 Allocation R3 (1)	Other securities	—	—	$40K	0.9%
Mass Mutual Select 60/40 Allocation R3 (1)	Other securities	—	—	$31K	0.7%