Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Triad Advisors Inc
Triad Advisors Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $130,491
Assets of those plans
$309,804,502
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$130,491
50% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 7 |
| 55 | Other commissions | 6 |
| 50 | Direct payment from the plan | 3 |
| 49 | Other services | 2 |
| 99 | Other fees | 2 |
| 37 | Participant loan processing | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| RMF Engineering, Inc. 401(k) Plan | RMF Engineering | $67,988,540 | 347 | $0 |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services | $54,150,571 | 1,487 | $11,511 |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply | $49,637,214 | 982 | $0 |
| Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan | Warehouse Home Furnishings Distributors | $34,784,208 | 553 | $0 |
| H. Eikenhout & Sons, Inc. 401(k) Plan | H. Eikenhout & Sons | $16,378,334 | 212 | $35,559 |
| Boone Drugs, Inc. Savings Plus Plan | Boone Drugs | $11,067,297 | 154 | $0 |
| Printmail Solutions, Inc. 401(k) Plan | Printmail Solutions | $10,878,274 | 221 | $0 |
| Careage 401(k) Plan | Senior Management Services | $10,511,763 | 638 | $6,176 |
| Grand Rapids Foam Technologies Inc Retirement Plan | Grand Rapids Foam Technologies | $9,224,073 | 593 | $22,180 |
| Audley Travel US, Inc. 401k PS Plan | Audley Travel US | $8,829,800 | 285 | $0 |
| Employee Benefit Plan of Youth Guidance | Youth Guidance | $7,933,151 | 466 | $20,605 |
| Kobe Steel USA Retirement Plan | Kobe Steel USA | $7,914,219 | 312 | $12,881 |
| Adsc Holdings, Inc. Retirement Savings Plan | Adsc Holdings | $6,259,876 | 395 | $0 |
| Muskegon Car Credit, Inc. 401k Plan | Muskegon Car Credit | $5,513,234 | 121 | $9,076 |
| Grand Lodge of A.F. and A.M. of Maryland 401(k) Plan | Grand Lodge of A.F. and A.M. of Maryland | $4,467,164 | 226 | $0 |
| W International 401(k) Plan | W International SC | $4,266,784 | 203 | $12,503 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.