Plans listing this provider
20
0.04% of the 56,420 plans with Schedule H financials; 32 in 2023
Providers › Triad Advisors LLC
Triad Advisors LLC
- Service provider, as named on Schedule C
- EIN 650173164
- Plan year 2024
- Direct compensation reported $139,208
Assets of those plans
$551,823,874
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$139,208
25% 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 |
|---|---|---|
| 55 | Other commissions | 11 |
| 27 | Investment advisory (plan) | 4 |
| 15 | Recordkeeping and information management | 3 |
| 26 | Investment advisory (participants) | 3 |
| 99 | Other fees | 2 |
| 17 | Consulting (pension) | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 49 | Other services | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan | Alexandria Real Estate Equities | $207,521,511 | 713 | $0 |
| Loring, Wolcott & Coolidge Retirement Savings Plan | Loring Wolcott & Coolidge Trust | $41,993,125 | 136 | $0 |
| Redmane Technology, LLC Retirement Savings Plan | Redmane Technology | $34,682,543 | 274 | $0 |
| Smartlink, LLC 401(k) Plan | Smartlink | $31,043,269 | 589 | $0 |
| Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan | Tonneson | $30,033,491 | 124 | $0 |
| American Alarm & Communications, Inc. 401(k) | American Alarm & Communications | $29,697,601 | 323 | $0 |
| Kobie Marketing, Inc. 401(k) Plan | Kobie Marketing | $21,740,680 | 296 | $70,353 |
| Adisseo USA, Inc. 401(k) Planrecordkeeper | Adisseo USA | $21,550,456 | 118 | $11,158 |
| Grace Inspired Ministries 401k Plan | Grace Inspired Ministries | $16,337,308 | 342 | $0 |
| Alpha Associates, Inc. Employee Retirement Plan | Alpha Associates | $15,698,618 | 92 | $0 |
| First National Bank of Scotia 401(k) Plan | Glenville Bank Holding | $14,174,657 | 201 | $0 |
| Spectra Metal Sales, Inc. 401(k) Plan | Spectra Metal Sales | $13,697,494 | 858 | $0 |
| TPC 401(k) Plan | TPC US Parent | $13,425,937 | 375 | $0 |
| Acme Industries, Inc. Employee 401(k) Incentive Plan | Acme Industries | $11,444,897 | 157 | $19,599 |
| Spruce 401(k) Plan | Spruce Environmental Technologies | $10,947,792 | 177 | $0 |
| Hdina 401(k) Plan | HD Hyundai Infracore North America | $10,376,000 | 140 | $27,082 |
| Invaluable LLC 401(k) Plan | Invaluable | $10,326,241 | 100 | $0 |
| Paw Associates LLC 401(k) Plan | Paw Associates | $7,598,173 | 525 | $0 |
| RGF Environmental Group, Inc. 401k Profit Sharing Planrecordkeeper | RGF Environmental Group | $4,887,490 | 141 | not reported |
| KEH Inc 401(k) Profit Sharing Plan & Trustrecordkeeper | KEH | $4,646,591 | 119 | $11,016 |
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.