Triad National Security 401(k) match, vesting and fees
What Triad National Security's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 93 defined-contribution plans in professional, scientific, and technical services with 10,000 to 49,999 participants.
| Triad National Security: employer contribution per participant | $9,301 | |
| Peer median | $2,636 |
| Triad National Security: average balance | $155,666 | |
| Peer median | $138,945 |
| Triad National Security: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.7B at the end of plan year 2021 to $2.5B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 16,432 | $2.5B | $149M | $9,301 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 15,041 | $2B | $129M | $8,696 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 13,147 | $1.5B | $98.9M | $7,603 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 11,409 | $1.7B | $83.2M | $7,369 | 0.04% | Not published | Form 5500 ↗ |
Other Triad National Security plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Triad 401k Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Triad Defined Benefit Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Triad National Security match 401(k) contributions?
The match terms for the Triad 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $149M in employer contributions, about $9,301 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Triad National Security 401(k) match vested?
The vesting schedule for the Triad 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Triad National Security 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Benefits and Investment Committee Triad.
I left Triad National Security. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Benefits and Investment Committee Triad, (505) 695-6568) or the recordkeeper, Fidelity Investments Institutional. The Triad National Security old 401(k) page lists the contacts from every plan filing. Find an old Triad National Security 401(k)
Data from the public Form 5500 annual reports Triad National Security filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Triad National Security. Not financial advice. Report a correction · Methodology