Retirement plan

TRIDEUM 401(K) PROFIT SHARING PLAN

Name: TRIDEUM CORPORATION - TRIDEUM 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: TRIDEUM CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIDEUM 401(K) PROFIT SHARING PLAN, TRIDEUM CORPORATION

TRIDEUM CORPORATIONEIN 20-2107822Plan #001PY 2024

675 DISCOVERY DRIVE NW, SUITE 300 - HUNTSVILLE, AL 35806256-704-6138trideum.comLinkedIn201-500 employeesdefense & space

Other plans on this EIN

1 filing

#002Retirement-$2.9M assets

Prospect flagsLow returnsLow fidelity bondFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed April 9, 2025

Plan administrator

Plan administrator name— Sign in and upgrade to view

675 Discovery Drive NW, Suite 300

Huntsville, AL 35806

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Plans declared (1)

Trideum Corporation Deferred Compensation Plan30 emp

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Total assets (EOY)

$44.1M

+15.3% from 2023

Total participants

600

+8.1% from 2023

Average account balance

$90,840

+7.7% from 2023

Annual return

13.37%

-6.59 pp from 2023

Benchmarks

See 3,310 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,310 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$44.15M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$91K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

486

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

76.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.58M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$276

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 3 by compensation

Provider	Service type	Compensation
PRINCIPAL LIFE INSURANCE COMPANY4 years Service code 13 · EIN 42-0127290	Contract Administrator	$125,571
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 28 · EIN 20-8764829	Investment Management	$79,759
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780	Advisory (Participants)	$8,584

Plan features & details

Pension benefit codes2A2E2F2G2J2K2R2T3D3F

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

4 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$134K

$278 / participant

Contract admin$126K93.6%
Other / not subdivided$9K6.4%

% of EOY assets

0.304%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WARRENT AVERETT LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$90,840

$106,110-14.4%

$147,005-38.2%

$77,671+17.0%

Participation rate

76.4%

78.4%-2.0pp

82.2%-5.8pp

70.6%+5.8pp

Annual return

13.37%

56.77%-43.4pp

418.76%-405.4pp

31.21%-17.8pp

Employer contribution / active EE

$4,082

$4,065+0.4%

$4,934-17.3%

$2,726+49.7%

Participant deferral / active EE

$7,462

$7,992-6.6%

$8,070-7.5%

$4,648+60.6%

Admin fee / account holder

$276

$338-18.2%

$13,006-97.9%

$430-35.8%

Provider

Service type

Compensation

PRINCIPAL LIFE INSURANCE COMPANY4 years

Service code 13 · EIN 42-0127290

Contract Administrator

$125,571

MORGAN STANLEY SMITH BARNEY4 years

Filed as: MORGAN STANLEY GLOBAL BANKING OPERA

Service code 28 · EIN 20-8764829

Investment Management

$79,759

CREATIVE PLANNING LLC2 years

Service code 26 · EIN 43-1270780

Advisory (Participants)

$8,584

TRIDEUM 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIDEUM 401(K) PROFIT SHARING PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion