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Original filing (PDF)20251002113208NAL0000432881001
TRIAD LOGISTICS SERVICES CORPORATION
Form 5500
FILING_RECEIVED
TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 2
~126 bps in Sched C feesNo recordkeeper disclosed
Active participants
197
Accounts w/ balance
208
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
20 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
- 126 bps in Schedule C fees — 143% 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 TRIAD LOGISTICS SERVICES CORPORATION.
Plan sponsor
Name
TRIAD LOGISTICS SERVICES CORPORATION
EIN
81-0644368
Address
314 LAURIE STREET · MELBOURNE, FL · 32935
Phone
(321) 254-3030
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES, INC. | — | BOSTON, MA | CUSTODIAN | $3K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC. | — | AUSTIN, TX | TPA, RK | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLASMARK FINANCIAL, INC | — | AUSTIN, TX | INV ADV | $23K | — |
Investments
20 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Personal Trust Company, FSB Fidelity 500 Index | — | — | — | $866K | 18.5% | |
| Fidelity Personal Trust Company, FSB Fidelity Large Cap Growth Index | — | — | — | $475K | 10.2% | |
| Fidelity Personal Trust Company, FSB Fidelity Four-In-One Index | — | — | — | $417K | 8.9% | |
| Fidelity Personal Trust Company, FSB Fidelity Short Term Bond Index | — | — | — | $397K | 8.5% | |
| Fidelity Personal Trust Company, FSB Fidelity International Index | — | — | — | $375K | 8.0% | |
| Fidelity Personal Trust Company, FSB Fidelity Interm Trs Bond Index | — | — | — | $361K | 7.7% | |
| Fidelity Personal Trust Company, FSB Fidelity US Bond Index | — | — | — | $333K | 7.1% | |
| Fidelity Personal Trust Company, FSB Fidelity Large Cap Value Index | — | — | — | $329K | 7.0% | |
| Fidelity Personal Trust Company, FSB Fidelity Mid Cap Index | — | — | — | $294K | 6.3% | |
| Fidelity Personal Trust Company, FSB Fidelity Small Cap Index | — | — | — | $246K | 5.3% | |
| Fidelity Personal Trust Company, FSB Fidelity Emerging Markets Index | — | — | — | $162K | 3.5% | |
| Fidelity Personal Trust Company, FSB Vanguard Mid Cap Growth Index | — | — | — | $129K | 2.8% | |
| Fidelity Personal Trust Company, FSB Vanguard Mid-Cap Value Index | — | — | — | $81K | 1.7% | |
| Fidelity Personal Trust Company, FSB Vanguard Small Cap Growth Index | — | — | — | $64K | 1.4% | |
| Fidelity Personal Trust Company, FSB Fidelity Government Money Market | — | — | — | $46K | 1.0% | |
| Fidelity Personal Trust Company, FSB DFA Global Equity | — | — | — | $43K | 0.9% | |
| Fidelity Personal Trust Company, FSB Dodge & Cox Income | — | — | — | $18K | 0.4% | |
| Fidelity Personal Trust Company, FSB Vanguard Total Intl Bond Index | — | — | — | $17K | 0.4% | |
| Fidelity Personal Trust Company, FSB Vanguard Target Retirement 2040 | — | — | — | $15K | 0.3% | |
| Fidelity Personal Trust Company, FSB Fidelity Real Estate Index | — | — | — | $3K | <0.1% |