Plan Ledger DOL Form 5500 · updated monthly

Triton Management Services, LLC401(k)

TRITON MANAGEMENT SERVICES, LLC 401(K) PLAN · CARLSBAD, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Triton Management Services, LLC reported $142,036 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,659 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.323%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,879th-largest of 9,483 plans among California employers on file, and the 454th of 3,341 in other services. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,511,182
Participants with balances384
Active participants593
Employer contributions$983,626
Employee contributions$1,813,119
Employer contribution per active participant$1,659
Average account balance$121,123
Benefits paid to participants$3,508,764
Plan auditUnmodified (clean) audit opinion
AuditorLAVINE, LOFGREN, MORRIS & ENGELBERG
Plan history3
Yearassets · accounts · employer contribution
2024$46.5M · 384 accts · $984K emplr
2023$41.5M · 386 accts · $1.0M emplr
2022$35.4M · 379 accts · $992K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$88,999
Investment management$53,037
Total administrative$142,036
The Triton Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,659
Median for plans this size$2,416
2024$1,659 per active participant
2023$1,761 per active participant
2022$1,725 per active participant

Triton Management Services, LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$88,997
NFP RETIREMENT, INC. · Investment advisory (plan)$39,777
INDEPENDENT FINANCIAL GROUP, LLC · Investment advisory (plan)$13,259

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$142,036 · 0.32%
2023$128,374 · 0.33%
2022$123,414 · 0.32%
Similar plansOther Services · California
Bay Equity, LLC CA$52.1M · 0.22%
Planet Labs, Inc. CA$45.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900881315 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.