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Original filing (PDF)20250930180557NAL0013550288001
TRIAD NATIONAL SECURITY, LLC
Form 5500
FILING_RECEIVED
TRIAD 401K SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure6 service providers
Active participants
1,969
Accounts w/ balance
2,643
Plan assets (EOY)
$899.9M
Net assets (EOY)
$899.9M
How this plan invests
This plan
1 pooled trust
Schedule D
458 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIAD NATIONAL SECURITY, LLC.
Plan sponsor
Name
TRIAD NATIONAL SECURITY, LLC
EIN
82-3291283
Address
BIKINI ATOLL RD, SM 30 · LOS ALAMOS, NM · 87545
Phone
(505) 695-6568
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
BENEFITS AND INVESTMENT COMMITTEE TRIAD
EIN
82-3291283
City
LOS ALAMOS, NM
Phone
(505) 695-6568
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3F · Sponsor used leased employees
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $118K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2834414 | — | INVESTMENT ADVISOR | $19K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON ASSET SERVICING | 13-5160382 | — | TRUSTEE | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | 91-0189318 | — | ACCOUNTANT/AUDITOR | $30K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALSTON & BIRD | 58-0137615 | — | ATTORNEY/LEGAL | $6K | — |
Insurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC | 13-3771734 | — | FIDUCIARY INSURANCE | $26K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
456 direct securities · 1 pooled fund· $1.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Master Trust
$892.5M
1 holding
Uncategorized
$892.4M
456 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRIAD DEFINED CONTRIBUTION PLANS MT TRIAD NATIONAL SECURITY, LLC · EIN 45-3246495 / PN 001 | Master Trust | — | — | $892.5M | 99.2% | |
| S&P 500 INDEX FUND | — | — | $110.9M | $174.1M | 19.3% | |
| TARGET RET 2035 | — | — | $68.1M | $100.4M | 11.2% | |
| TARGET RET 2030 | — | — | $66.0M | $94.5M | 10.5% | |
| TARGET RET 2040 | — | — | $60.6M | $89.3M | 9.9% | |
| TARGET RET 2050 | — | — | $61.5M | $87.8M | 9.8% | |
| TARGET RET 2055 | — | — | $56.7M | $76.8M | 8.5% | |
| MFS GLOBAL GROWTH FUND | — | — | $38.4M | $49.0M | 5.4% | |
| TARGET RET 2060 | — | — | $33.0M | $41.9M | 4.7% | |
| ARROWSTREET GLOBAL EQUITY FUND | — | — | $25.7M | $37.2M | 4.1% | |
| STABLE VALUE | — | — | $32.5M | $34.3M | 3.8% | |
| SMALL-MID CAP INDEX | — | — | $22.4M | $30.4M | 3.4% | |
| RETIREMENT INCOME | — | — | $23.2M | $27.7M | 3.1% | |
| US BOND INDEX FUND | — | — | $14.8M | $15.0M | 1.7% | |
| INTL EQUITY INDEX | — | — | $9.4M | $11.6M | 1.3% | |
| ALLSPRING SPECIAL INTL SM CAP CIT | — | — | $5.0M | $5.7M | 0.6% | |
| WTC-CIF II CORE BOND PLUSS-4 | — | — | $5.8M | $5.6M | 0.6% | |
| COLLECTIVE US GOVT STIF 15 | — | — | $332K | $332K | <0.1% | |
| BJ'S WHOLESALE CLUB HOLDINGS I | — | 2,496.68 | $116K | $223K | <0.1% | |
| WHITE MOUNTAINS INSURANCE GROU | — | 110.295 | $106K | $215K | <0.1% | |
| MCGRATH RENTCORP | — | 1,666.682 | $157K | $186K | <0.1% | |
| CORECIVIC INC | — | 8,511.663 | $64K | $185K | <0.1% | |
| MURPHY USA INC | — | 365.422 | $55K | $183K | <0.1% | |
| TD SYNNEX CORP | — | 1,289.376 | $130K | $151K | <0.1% | |
| LITHIA MOTORS INC | — | 420.755 | $108K | $150K | <0.1% | |
| TALEN ENERGY CORP | — | 746.442 | $81K | $150K | <0.1% | |
| WEX INC | — | 832.598 | $136K | $146K | <0.1% | |
| UNIFIRST CORP/MA | — | 809.202 | $142K | $138K | <0.1% | |
| AXIS CAPITAL HOLDINGS LTD | — | 1,557.501 | $87K | $138K | <0.1% | |
| GENWORTH FINANCIAL INC | — | 16,484.105 | $59K | $115K | <0.1% | |
| LKQ CORP | — | 3,113.144 | $117K | $114K | <0.1% | |
| MOLSON COORS BEVERAGE CO | — | 1,931.093 | $101K | $111K | <0.1% | |
| PERMIAN RESOURCES CORP | — | 7,440.649 | $59K | $107K | <0.1% | |
| CANNAE HOLDINGS INC | — | 5,162.331 | $191K | $103K | <0.1% | |
| SUMMIT MATERIALS INC | — | 2,015.392 | $72K | $102K | <0.1% | |
| RENTOKIL INITIAL PLC | — | 3,951.684 | $98K | $100K | <0.1% | |
| VAIL RESORTS INC | — | 533.279 | $94K | $100K | <0.1% | |
| VONTIER CORP | — | 2,675.306 | $74K | $98K | <0.1% | |
| TXNM ENERGY INC | — | 1,943.348 | $80K | $96K | <0.1% | |
| PURSUIT ATTRACTIONS AND HOSPIT | — | 2,237.468 | $70K | $95K | <0.1% | |
| ATKORE INC | — | 1,124.862 | $74K | $94K | <0.1% | |
| NORTHWESTERN ENERGY GROUP INC | — | 1,721.643 | $96K | $92K | <0.1% | |
| UNITED PARKS & RESORTS INC | — | 1,624.346 | $84K | $91K | <0.1% | |
| OPENLANE INC | — | 4,525.07 | $77K | $90K | <0.1% | |
| GXO LOGISTICS INC | — | 1,968.972 | $97K | $86K | <0.1% | |
| HUNTINGTON INGALLS INDUSTRIES | — | 445.265 | $86K | $84K | <0.1% | |
| AIR TRANSPORT SERVICES GROUP I | — | 3,813.537 | $89K | $84K | <0.1% | |
| WILLSCOT HOLDINGS CORP | — | 2,446.917 | $92K | $82K | <0.1% | |
| ASSURED GUARANTY LTD | — | 903.9 | $73K | $81K | <0.1% | |
| DECKERS OUTDOOR CORP | — | 392.16 | $30K | $80K | <0.1% | |
| MANHATTAN ASSOCIATES INC | — | 293.006 | $42K | $79K | <0.1% | |
| LGI HOMES INC | — | 882.361 | $84K | $79K | <0.1% | |
| DUN & BRADSTREET HOLDINGS INC | — | 6,322.472 | $119K | $79K | <0.1% | |
| SMITH & NEPHEW PLC | — | 3,141.368 | $95K | $77K | <0.1% | |
| CNH INDUSTRIAL NV | — | 6,619.563 | $71K | $75K | <0.1% | |
| NORWEGIAN CRUISE LINE HOLDINGS | — | 2,909.637 | $53K | $75K | <0.1% | |
| SOUTHWEST GAS HOLDINGS INC | — | 1,056.159 | $70K | $75K | <0.1% | |
| ALIGHT INC | — | 10,261.901 | $98K | $71K | <0.1% | |
| STERLING INFRASTRUCTURE INC | — | 420.013 | $14K | $71K | <0.1% | |
| APPLOVIN CORP | — | 216.877 | $9K | $70K | <0.1% | |
| BADGER METER INC | — | 312.688 | $59K | $66K | <0.1% | |
| CNA FINANCIAL CORP | — | 1,357.707 | $51K | $66K | <0.1% | |
| Q2 HOLDINGS INC | — | 647.287 | $22K | $65K | <0.1% | |
| NOMAD FOODS LTD | — | 3,876.669 | $71K | $65K | <0.1% | |
| NATERA INC | — | 404.787 | $24K | $64K | <0.1% | |
| PAPA JOHN'S INTERNATIONAL INC | — | 1,557.129 | $73K | $64K | <0.1% | |
| EVERTEC INC | — | 1,849.021 | $61K | $64K | <0.1% | |
| EMBECTA CORP | — | 3,012.133 | $61K | $62K | <0.1% | |
| FLEX LTD | — | 1,596.494 | $34K | $61K | <0.1% | |
| MUELLER WATER PRODUCTS INC | — | 2,721.355 | $46K | $61K | <0.1% | |
| TOAST INC | — | 1,648.113 | $33K | $60K | <0.1% | |
| TRIPADVISOR INC | — | 4,043.04 | $75K | $60K | <0.1% | |
| TEXAS PACIFIC LAND CORP | — | 53.848 | $34K | $60K | <0.1% | |
| DYCOM INDUSTRIES INC | — | 341.655 | $51K | $59K | <0.1% | |
| SM ENERGY CO | — | 1,531.505 | $51K | $59K | <0.1% | |
| ABERCROMBIE & FITCH CO | — | 395.131 | $67K | $59K | <0.1% | |
| ARCHROCK INC | — | 2,371.902 | $46K | $59K | <0.1% | |
| WISDOMTREE INC | — | 5,439.74 | $38K | $57K | <0.1% | |
| PATTERSON COS INC | — | 1,799.259 | $53K | $56K | <0.1% | |
| PROGRESS SOFTWARE CORP | — | 848.567 | $56K | $55K | <0.1% | |
| INGLES MARKETS INC | — | 853.394 | $38K | $55K | <0.1% | |
| DELEK US HOLDINGS INC | — | 2,967.198 | $78K | $55K | <0.1% | |
| P10 INC | — | 4,352.386 | $38K | $55K | <0.1% | |
| EXLSERVICE HOLDINGS INC | — | 1,225.873 | $21K | $54K | <0.1% | |
| ARMSTRONG WORLD INDUSTRIES INC | — | 383.248 | $31K | $54K | <0.1% | |
| ITRON INC | — | 488.344 | $46K | $53K | <0.1% | |
| ZEBRA TECHNOLOGIES CORP | — | 136.662 | $41K | $53K | <0.1% | |
| DOCUSIGN INC | — | 586.012 | $24K | $53K | <0.1% | |
| FRONTDOOR INC | — | 962.204 | $34K | $53K | <0.1% | |
| TAPESTRY INC | — | 788.034 | $36K | $51K | <0.1% | |
| MIRION TECHNOLOGIES INC | — | 2,885.498 | $39K | $50K | <0.1% | |
| ADMA BIOLOGICS INC | — | 2,923.377 | $16K | $50K | <0.1% | |
| RADIAN GROUP INC | — | 1,571.241 | $32K | $50K | <0.1% | |
| ACI WORLDWIDE INC | — | 955.148 | $31K | $50K | <0.1% | |
| FLUOR CORP | — | 1,003.797 | $37K | $50K | <0.1% | |
| APPFOLIO INC | — | 197.194 | $36K | $49K | <0.1% | |
| HEALTHEQUITY INC | — | 505.798 | $32K | $49K | <0.1% | |
| EURONET WORLDWIDE INC | — | 470.518 | $51K | $48K | <0.1% | |
| FIRST FINANCIAL BANKSHARES INC | — | 1,332.083 | $52K | $48K | <0.1% | |
| JEFFERIES FINANCIAL GROUP INC | — | 604.952 | $33K | $47K | <0.1% | |
| VERTIV HOLDINGS CO | — | 412.214 | $15K | $47K | <0.1% | |
| FABRINET | — | 210.192 | $27K | $46K | <0.1% | |
| PENUMBRA INC | — | 192.367 | $46K | $46K | <0.1% | |
| STEPSTONE GROUP INC | — | 788.406 | $29K | $46K | <0.1% | |
| INGEVITY CORP | — | 1,115.206 | $56K | $45K | <0.1% | |
| YELP INC | — | 1,162.369 | $40K | $45K | <0.1% | |
| ONESPAN INC | — | 2,403.839 | $42K | $45K | <0.1% | |
| ALAMOS GOLD INC | — | 2,413.866 | $36K | $45K | <0.1% | |
| WARRIOR MET COAL INC | — | 817.001 | $48K | $44K | <0.1% | |
| BOOZ ALLEN HAMILTON HOLDING CO | — | 344.254 | $37K | $44K | <0.1% | |
| EMBECTA CORP | — | 2,125.316 | $42K | $44K | <0.1% | |
| JONES LANG LASALLE INC | — | 172.684 | $39K | $44K | <0.1% | |
| CAVA GROUP INC | — | 385.476 | $22K | $43K | <0.1% | |
| TEXAS ROADHOUSE INC | — | 240.644 | $24K | $43K | <0.1% | |
| PARSONS CORP | — | 467.919 | $27K | $43K | <0.1% | |
| INSPERITY INC | — | 555.561 | $44K | $43K | <0.1% | |
| EPAM SYSTEMS INC | — | 181.597 | $44K | $42K | <0.1% | |
| ENOVIS CORP | — | 965.175 | $44K | $42K | <0.1% | |
| PAYMENTUS HOLDINGS INC | — | 1,287.519 | $23K | $42K | <0.1% | |
| ELASTIC NV | — | 424.098 | $46K | $42K | <0.1% | |
| TOPBUILD CORP | — | 134.434 | $31K | $42K | <0.1% | |
| PHILLIPS EDISON & CO INC | — | 1,114.463 | $39K | $42K | <0.1% | |
| BLUELINX HOLDINGS INC | — | 407.015 | $19K | $42K | <0.1% | |
| HALOZYME THERAPEUTICS INC | — | 857.108 | $34K | $41K | <0.1% | |
| POLARIS INC | — | 707.077 | $72K | $41K | <0.1% | |
| ICF INTERNATIONAL INC | — | 337.941 | $45K | $40K | <0.1% | |
| HF SINCLAIR CORP | — | 1,147.515 | $36K | $40K | <0.1% | |
| MORNINGSTAR INC | — | 118.465 | $32K | $40K | <0.1% | |
| HASBRO INC | — | 712.276 | $42K | $40K | <0.1% | |
| FEDERAL SIGNAL CORP | — | 429.668 | $20K | $40K | <0.1% | |
| BAUSCH + LOMB CORP | — | 2,188.819 | $34K | $40K | <0.1% | |
| ALKERMES PLC | — | 1,366.248 | $36K | $39K | <0.1% | |
| BELDEN INC | — | 347.597 | $32K | $39K | <0.1% | |
| RADNET INC | — | 560.388 | $39K | $39K | <0.1% | |
| BRIGHTSPRING HEALTH SERVICES I | — | 2,295.772 | $26K | $39K | <0.1% | |
| ZURN ELKAY WATER SOLUTIONS COR | — | 1,033.135 | $37K | $39K | <0.1% | |
| SAREPTA THERAPEUTICS INC | — | 316.402 | $27K | $38K | <0.1% | |
| SPROUTS FARMERS MARKET INC | — | 301.919 | $29K | $38K | <0.1% | |
| AZZ INC | — | 460.491 | $38K | $38K | <0.1% | |
| NCR VOYIX CORP | — | 2,724.698 | $56K | $38K | <0.1% | |
| JANUS INTERNATIONAL GROUP INC | — | 5,125.937 | $42K | $38K | <0.1% | |
| TETRA TECH INC | — | 936.209 | $29K | $37K | <0.1% | |
| MEDPACE HOLDINGS INC | — | 111.781 | $44K | $37K | <0.1% | |
| CHART INDUSTRIES INC | — | 194.595 | $25K | $37K | <0.1% | |
| DOLE PLC | — | 2,712.071 | $42K | $37K | <0.1% | |
| BIOLIFE SOLUTIONS INC | — | 1,404.127 | $36K | $36K | <0.1% | |
| NRG ENERGY INC | — | 402.93 | $29K | $36K | <0.1% | |
| WESCO INTERNATIONAL INC | — | 199.794 | $27K | $36K | <0.1% | |
| WYNN RESORTS LTD | — | 418.899 | $37K | $36K | <0.1% | |
| APPIAN CORP | — | 1,081.412 | $39K | $36K | <0.1% | |
| HAEMONETICS CORP | — | 454.921 | $35K | $36K | <0.1% | |
| MAXLINEAR INC | — | 1,786.632 | $28K | $35K | <0.1% | |
| PERIMETER SOLUTIONS INC | — | 2,739.923 | $36K | $35K | <0.1% | |
| BANCORP INC/THE | — | 659.542 | $30K | $35K | <0.1% | |
| MASIMO CORP | — | 209.821 | $29K | $35K | <0.1% | |
| EPLUS INC | — | 461.605 | $24K | $34K | <0.1% | |
| FEDERATED HERMES INC | — | 826.656 | $35K | $34K | <0.1% | |
| MATADOR RESOURCES CO | — | 597.153 | $24K | $34K | <0.1% | |
| LYFT INC | — | 2,597.691 | $37K | $34K | <0.1% | |
| BLACKLINE INC | — | 549.619 | $34K | $33K | <0.1% | |
| LIBERTY MEDIA CORP-LIBERTY FOR | — | 391.789 | $25K | $33K | <0.1% | |
| BLUE BIRD CORP | — | 849.309 | $22K | $33K | <0.1% | |
| GENERAC HOLDINGS INC | — | 210.563 | $38K | $33K | <0.1% | |
| ARGAN INC | — | 238.044 | $9K | $33K | <0.1% | |
| ZIFF DAVIS INC | — | 598.639 | $33K | $33K | <0.1% | |
| DIGITALOCEAN HOLDINGS INC | — | 949.949 | $28K | $32K | <0.1% | |
| GUARDANT HEALTH INC | — | 1,021.622 | $29K | $31K | <0.1% | |
| EXACT SCIENCES CORP | — | 552.961 | $41K | $31K | <0.1% | |
| EMCOR GROUP INC | — | 67.96 | $34K | $31K | <0.1% | |
| SKECHERS USA INC | — | 448.979 | $24K | $30K | <0.1% | |
| MKS INC | — | 285.208 | $38K | $30K | <0.1% | |
| ARS PHARMACEUTICALS INC | — | 2,779.659 | $24K | $29K | <0.1% | |
| CALIFORNIA WATER SERVICE GROUP | — | 646.173 | $34K | $29K | <0.1% | |
| NEUROCRINE BIOSCIENCES INC | — | 210.192 | $23K | $29K | <0.1% | |
| BLEND LABS INC | — | 6,809.33 | $26K | $29K | <0.1% | |
| GITLAB INC | — | 507.655 | $24K | $29K | <0.1% | |
| SYLVAMO CORP | — | 359.109 | $24K | $28K | <0.1% | |
| VERRA MOBILITY CORP | — | 1,167.197 | $32K | $28K | <0.1% | |
| TWIST BIOSCIENCE CORP | — | 603.838 | $30K | $28K | <0.1% | |
| EXELIXIS INC | — | 839.283 | $30K | $28K | <0.1% | |
| TANGER INC | — | 804.746 | $22K | $27K | <0.1% | |
| LENNOX INTERNATIONAL INC | — | 44.935 | $26K | $27K | <0.1% | |
| MERIT MEDICAL SYSTEMS INC | — | 282.608 | $22K | $27K | <0.1% | |
| DRAFTKINGS INC | — | 727.502 | $22K | $27K | <0.1% | |
| TKO GROUP HOLDINGS INC | — | 189.024 | $27K | $27K | <0.1% | |
| TRIMAS CORP | — | 1,089.211 | $26K | $27K | <0.1% | |
| ELDORADO GOLD CORP | — | 1,779.948 | $20K | $26K | <0.1% | |
| AEROVIRONMENT INC | — | 169.342 | $15K | $26K | <0.1% | |
| ENERPAC TOOL GROUP CORP | — | 633.918 | $27K | $26K | <0.1% | |
| NEXSTAR MEDIA GROUP INC | — | 164.514 | $16K | $26K | <0.1% | |
| CARETRUST REIT INC | — | 947.35 | $29K | $26K | <0.1% | |
| LIGAND PHARMACEUTICALS INC | — | 237.673 | $19K | $25K | <0.1% | |
| ADEIA INC | — | 1,821.169 | $17K | $25K | <0.1% | |
| SM ENERGY CO | — | 656.2 | $30K | $25K | <0.1% | |
| ONTO INNOVATION INC | — | 151.888 | $35K | $25K | <0.1% | |
| HEICO CORP | — | 134.805 | $28K | $25K | <0.1% | |
| COLLEGIUM PHARMACEUTICAL INC | — | 863.05 | $31K | $25K | <0.1% | |
| SANDSTORM GOLD LTD | — | 4,399.178 | $28K | $25K | <0.1% | |
| AMERICAN SUPERCONDUCTOR CORP | — | 988.571 | $24K | $24K | <0.1% | |
| BLUEPRINT MEDICINES CORP | — | 275.552 | $23K | $24K | <0.1% |
Showing top 200 of 457 investments by value.