Retirement plan

TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: TRIAD COMPONENTS GROUP, INC. - TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2024) Form 5500
Creator: TRIAD COMPONENTS GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, TRIAD COMPONENTS GROUP, INC.

TRIAD COMPONENTS GROUP, INC.EIN 33-0849488Plan #002PY 2024

1675 PIONEER WAY STE C - EL CAJON, CA 92020619-593-5050triadcomponentsgroup.comLinkedIn11-50 employeeselectrical/electronic manufacturing

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.8M

+5.3% from 2023

Total participants

+9.1% from 2023

Average account balance

$73,261

-3.5% from 2023

Annual return

-4.04%

-18.88 pp from 2023

Benchmarks

See 22,981 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort22,981 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$295K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

-4.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6226

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

0 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$7,350
CAPE INVESTMENT ADVISORY INC1 year Filed as: CAPE INVESTMENT ADVISORY Service code 27 1600 PENNSYLVANIA AVW · MCDONOUGH, GA 30253	Advisory (Plan)	$1,970
BLUE CHIP RETIREMENT PLANS, INC.1 year Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911	Contract Administrator	$564
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$44

Plan features & details

Pension benefit codes2O2J2K2H3I2T

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
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.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$149K

$6497 / participant

Other / not subdivided$149K100.0%

% of EOY assets

8.498%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,261

$117,846-37.8%

$102,434-28.5%

$145,884-49.8%

Participation rate

100.0%

78.6%+21.4pp

76.5%+23.5pp

80.3%+19.7pp

Annual return

-4.04%

31.90%-35.9pp

29.46%-33.5pp

551.85%-555.9pp

Employer contribution / active EE

$4,077

$3,615+12.8%

$3,023+34.9%

$4,662-12.5%

Participant deferral / active EE

$8,731

$5,733+52.3%

$5,055+72.7%

$6,690+30.5%

Admin fee / account holder

$6,226

$13,356-53.4%

$9,462-34.2%

$13,392-53.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$7,350

CAPE INVESTMENT ADVISORY INC1 year

Filed as: CAPE INVESTMENT ADVISORY

Service code 27

1600 PENNSYLVANIA AVW · MCDONOUGH, GA 30253

Advisory (Plan)

$1,970

BLUE CHIP RETIREMENT PLANS, INC.1 year

Filed as: BLUE RIDGE ESOP ASSOCIATES

Service code 13

154 HANSEN RD STE 201 · CHARLOTTESVILLE, VA 22911

Contract Administrator

$564

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$44

TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRIAD COMPONENTS GROUP, INC. 401(K) EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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