Back to filter
Original filing (PDF)20251014055448NAL0002265137001
TRISTRUX LLC
Form 5500
FILING_RECEIVED
TRISTRUX LLC 401K PLAN
401(k) retirement plan
Signals · 1
~116 bps in Sched C fees
Active participants
198
Accounts w/ balance
218
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 116 bps in Schedule C fees — 124% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRISTRUX LLC.
Plan sponsor
Name
TRISTRUX LLC
EIN
85-1009418
Address
473 US HIGHWAY 46 · CLIFTON, NJ · 07011
Phone
(201) 933-9301
Industry
Electrical Contractors· Constructionsee 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
2025-10-14
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)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $48K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY, LLP | 20-0694403 | — | ACCOUNTANT | $21K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK SECURITIES INC. | 31-1509466 | — | INVESTMENT/FINANCIAL ADVI | $45K | — |
Investments
26 direct securities · 1 pooled fund· $9.6M(97% 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.
Registered Investment Companies
$9.5M
26 holdings
Common Collective Trust
$89K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.9M | 19.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 17.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.6M | 15.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 13.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $687K | 7.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $423K | 4.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $328K | 3.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $186K | 1.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $169K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $157K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $146K | 1.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $142K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $120K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $100K | 1.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $92K | 0.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $89K | 0.9% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $89K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $73K | 0.7% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $51K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $47K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $47K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $31K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $27K | 0.3% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $26K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $24K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $16K | 0.2% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $9K | <0.1% |
Related plans
Other plans using ADP, INC.
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND
NATIONAL ELECTRICAL BENEFIT FUND
$20.4B · 343,794 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW FORD RETIREES MEDICAL BENEFITS PLAN
$19.6B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW CHRYSLER RETIREES MEDICAL BENEFITS PLAN
$12.7B
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
RETIREMENT SECURITY PLAN
$11.5B · 56,128 participants
Similar-size Electrical Contractors plans
ARROW ELECTRIC CO., INC.
ARROW ELECTRIC CO INC RETIREMENT PLAN
$9.9M · 202 participants
RGA ELECTRIC, INC.
ANTHONY ELECTRIC, INC. 401(K) PROFIT SHARING PLAN
$9.8M · 14 participants
ELECTRICAL DYNAMICS, INC.
ELECTRICAL DYNAMICS, INC. RETIREMENT SAVINGS PLAN
$9.8M · 91 participants
J. E. SHEA ELECTRIC, INC.
J.E. SHEA ELECTRIC, INC. RETIREMENT SAVINGS PLAN
$9.8M · 21 participants
TOTAL ELECTRIC SERVICE, INC.
TOTAL ELECTRIC SERVICE RETIREMENT SAVINGS PLAN
$9.8M · 37 participants
KEITHLY ELECTRIC COMPANY
KEITHLY ELECTRIC COMPANY 401(K) PLAN
$9.8M · 60 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants