Providers › Other services
Service provider · Schedule C, plan year 2024
Triad Advisors Inc.
Most often reported for other services
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Triad Advisors Inc. is named as a service provider on the Schedule C of 39 retirement plans with 100 or more participants for plan year 2024, covering 20,960 participant records. Most often it is reported for other services.
Reported compensation from those plans, direct and indirect, totalled $910K. Per plan, the median was $51.78 per participant, with the middle half of plans between $29.29 and $99.88. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Pennsylvania (6), Massachusetts (6) and Georgia (5).
In 2010 it appeared on 22 such filings; in 2024, 39. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $29.29 | $51.78 | $99.88 |
| Compensation as a share of plan net assets | 0.08% | 0.15% | 0.19% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Americantcs 401(k) Plan | Americantcs Fiduciary Services, LLC | PA | 3,341 | $54.2M | $12K |
| Adsc Holdings, Inc. Retirement Savings Plan | Adsc Holdings, Inc. | PA | 2,125 | $6.3M | $11K |
| Warehouse Home Furnishings Distributors, Inc. 401(k) Retirement Savings Plan | Warehouse Home Furnishings Distributors, Inc. | GA | 1,633 | $34.7M | $31K |
| Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan | Eastern Metal Supply, Inc. | FL | 1,020 | $49.5M | $35K |
| Spectra Metal Sales, Inc. 401(k) Plan | Spectra Metal Sales, Inc. | GA | 860 | $13.7M | $29K |
| Alexandria Real Estate Equities, Inc. 401(k) Profit Sharing Plan | Alexandria Real Estate Equities, Inc. | CA | 716 | $208M | $178K |
| Careage 401(k) Plan | Senior Management Services, LLC | WA | 709 | $10.5M | $6,176 |
| Summitstone Health Partners 403(b) Retirement Plan | Summitstone Health Partners | CO | 699 | $18.0M | $31K |
| Smartlink, LLC 401(k) Plan | Smartlink, LLC | MD | 656 | $31.0M | $55K |
| Johnnys Pizza House, Inc. Employee Stock Ownership Plan | Johnnys Pizza House, Inc. | LA | 652 | $40.4M | $9,940 |
| Grand Rapids Foam Technologies Inc. Retirement Plan | Grand Rapids Foam Technologies, Inc. | MI | 605 | $9.2M | $22K |
| Paw Associates LLC 401(k) Plan | Paw Associates LLC | PA | 541 | $7.6M | $3,357 |
| Grace Inspired Ministries 401(k) Plan | Grace Inspired Ministries | PA | 540 | $16.3M | $11K |
| W International 401(k) Plan | W International SC, LLC | SC | 496 | $4.3M | $13K |
| Employee Benefit Plan of Youth Guidance | Youth Guidance | IL | 479 | $7.9M | $21K |
| Kobie Marketing, Inc. 401(k) Plan | Kobie Marketing, Inc. | FL | 428 | $21.7M | $70K |
| American Alarm & Communications, Inc. 401(k) | American Alarm & Communications, Inc. | MA | 420 | $29.7M | $36K |
| TPC 401(k) Plan | TPC US Parent, LLC | PA | 414 | $13.4M | $14K |
| RMF Engineering, Inc. 401(k) Plan | RMF Engineering, Inc. | MD | 412 | $68.0M | $61K |
| Kenneth Young Center 403(b) Plan | Kenneth Young Center | IL | 412 | $12.3M | $21K |
| Redmane Technology, LLC Retirement Savings Plan | Redmane Technology, LLC | IL | 348 | $34.7M | $0 |
| Kobe Steel USA Retirement Plan | Kobe Steel USA Inc. | MI | 319 | $7.9M | $13K |
| Audley Travel US, Inc. 401(k) PS Plan | Audley Travel US, Inc. | MA | 311 | $8.8M | $0 |
| Grand Lodge of A.F. and A.M. of Maryland 401(k) Plan | Grand Lodge of A.F. and A.M. of Maryland | MD | 278 | $4.5M | $6,683 |
| Printmail Solutions, Inc. 401(k) Plan | Printmail Solutions, Inc. | PA | 232 | $10.9M | $0 |
| Keh Inc. 401(k) Profit Sharing Plan & Trust | Keh Inc. | GA | 220 | $4.6M | $11K |
| H. Eikenhout & Sons, Inc. 401(k) Plan | H. Eikenhout & Sons, Inc. | MI | 219 | $16.4M | $36K |
| Boone Drugs, Inc. Savings Plus Plan | Boone Drugs, Inc. | NC | 215 | $11.1M | $14K |
| First National Bank of Scotia 401(k) Plan | First National Bank of Scotia | NY | 215 | $14.2M | $14K |
| RGF Environmental Group, Inc. 401(k) Profit Sharing Plan | RGF Environmental Group, Inc. | FL | 194 | $4.9M | $0 |
| Spruce 401(k) Plan | Spruce Environmental Technologies, Inc. | MA | 190 | $10.9M | $15K |
| Acme Industries, Inc. Employee 401(k) Incentive Plan | Acme Industries, Inc. | IL | 173 | $11.4M | $20K |
| Hdina 401(k) Plan | HD Hyundai Infracore North America LLC | GA | 144 | $10.4M | $27K |
| Loring, Wolcott & Coolidge Retirement Savings Plan | Loring, Wolcott & Coolidge Trust, LLC | MA | 138 | $42.0M | $22K |
| Muskegon Car Credit, Inc. 401(k) Plan | Muskegon Car Credit, Inc. | MI | 134 | $5.5M | $9,076 |
| Tonneson & Company, PC. 401(k) Profit Sharing Retirement Plan | Tonneson & Company, PC | MA | 124 | $30.0M | $8,116 |
| Tropical Financial Credit Union Employees' Pension Plan | Tropical Financial Credit Union | FL | 124 | $7.7M | $13K |
| Adisseo USA, Inc. 401(k) Plan | Adisseo USA, Inc. | GA | 118 | $21.6M | $11K |
| Invaluable LLC 401(k) Plan | Invaluable LLC | MA | 106 | $10.3M | $20K |
Questions and answers
How many plans does Triad Advisors Inc. serve?
39 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Triad Advisors Inc.?
The median plan reported $51.78 per participant in direct and indirect compensation (35 plans reporting an amount), or 0.15% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (13 plans), Other services (4 plans), Recordkeeping and information management (3 plans) and Investment advisory (participants) (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.