How big is Triad Partners, LLC's plan?

Triad Partners, LLC's plan reported $2.1M in assets and 99 participants for 2024.

Original filing (PDF)20251006162558NAL0004008273001

Triad Partners, LLC

Name: Triad Partners, LLC — Triad Partners, LLC 401(k), Form 5500 (2024)
Creator: Triad Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Triad Partners, LLC 401(k) Plan

401(k) retirement plan · Triad Partners, LLC's Triad Partners, LLC 401(k) Plan held $2.1M in plan assets for 99 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jessica Daniels signed Triad Partners, LLC's 2024 Form 5500 as plan administrator.

Jessica Daniels — 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

Triad Partners, LLC's EIN is 85-3776823.

EIN 85-3776823

Plan number 001

Plan year 2024

ACK ID 20251006162558NAL0004008273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Triad Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Triad Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIAD PARTNERS, LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score