Triad Math & Science Academy Company 401(k) Plan: Login, Facts & Contact Information

Triad Math & Science Academy Company 401(k) Plan Facts

Plan name
TRIAD MATH & SCIENCE ACADEMY 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRIAD MATH & SCIENCE ACADEMY COMPANY
Participants
484 (526 active employees)
Former employees with a balance
64
Plan assets
$9,183,537 at Jun 30, 2025
Average account balance
$28,520 across 322 accounts
Employer contributions
$955,730 in plan year 2024 (41% of all contributions)
Recordkeeper
Ascensus Llc
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Sep 1, 2015
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.35 million went into the plan in contributions, $955,730 of it from the employer (41%).
  • $845,931 was paid out to participants.
  • Investment and other income added $1.04 million.
  • Administrative expenses were $10,553, about $33 per account.

How the Triad Math & Science Academy Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019244$1.62 million$250,982$96,187
2020256$2.67 million$272,735$208,331
2021272$2.97 million$387,379$125,403
2022312$4.79 million$592,534$276,546
2023514$6.65 million$733,474$638,751
2024484$9.18 million$955,730$845,931

Triad Math & Science Academy Company 401(k) Contact Information

Phone
919-650-2270
Mailing address
3570 AMBERLIGHT ROAD, SUITE A2, APEX NC 27502
Plan sponsor
TRIAD MATH & SCIENCE ACADEMY COMPANY
Employer identification number (EIN)
20-8471670
Plan number
001

Questions about the Triad Math & Science Academy Company 401(k)

Does Triad Math & Science Academy Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $955,730, 41% of all contributions.

Does the Triad Math & Science Academy Company 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Triad Math & Science Academy Company 401(k) plan?

484 participants at the start of plan year 2024, 526 of them active employees, and 64 former employees who still had money in the plan.

What is the average 401(k) balance at Triad Math & Science Academy Company?

About $28,520 per account: $9.18 million in plan assets across 322 accounts with a balance at the end of plan year 2024.

Who manages the Triad Math & Science Academy Company 401(k) accounts?

Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Triad Math & Science Academy Company. How do I access my 401(k)?

Your account stays with Ascensus after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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