Department of Labor filing

TRIUMPH SOLUTIONS, LLC

TRIUMPH SOLUTIONS 401(K) PLAN · For the plan year ended Dec 31, 2025

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Public filing 2025 · received May 19, 2026Verified current terms Not available

Plan summary

What matters most

This plan has an employer contribution that still needs verification and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

58Fair plan health
high confidence
See what drives the plan health score
Employer contributions versus peers57/10030% of the full model
Lower reported administrative cost25/10020% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness100/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

09 · Employer contribution vs. peers57th percentile

Up 0.0% over the filing history shown.

Still to verify: vesting, employee fees, investment choices, eligibility, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 202547out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions57th percentileTypical peer $2,475 · based on 85,770 comparable plans
Lower reported administrative expense25th percentileTypical peer $102 · based on 77,997 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.

The short version

What employees should know

For the year ended Dec 31, 2025, TRIUMPH SOLUTIONS, LLC reported $20,490 in employer contributions across this plan, or $2,927 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating7

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeUp 0.0%

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparison47/100

Compared with similarly sized plans in the same industry.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$20,490
$2,927 per active participant
Participant contributions
$43,245
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
32.1%
Active participants
7
Small plan
Total participants
7
8 at the beginning of the year
Ending assets
$642,428
$91,775 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$550,700
Ending net assets
$642,428
Beginning liabilities
Not reported
Ending liabilities
$0
Total income
$141,089
Total expenses
$49,361
Administrative expenses
$3,050
$436 per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$2,927
Administrative cost per participant
2025
$436
Active participants
2025
7
Total plan assets
2025
$642,428
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$2,9277642.4K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
825371696-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Jan 1, 2022
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2J2G2R3D

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

10-K · report period Dec 31, 2025Triumph Financial, Inc. — 10-K filed 2026-02-11
Official filing · details not yet checked
What it says about employer contributions

mitations established by the Internal Revenue Code, which are matched by the Company equal to 100 % of the first 4 % of the compensation contributed. Expense related to the 401(k) matching contributions for the years ended December 31, 2025, 2024, and 2023 was $ 5,361,000 , $ 5,115,000 and $ 4,320,000 , respectively. NOTE 12 — INCOME TAXES Net income before income tax expense and significant components of income tax expense consisted of the following: Years Ended (Dollars in thousands) December 31, 2025 Net income before income tax expense $ 32,991 Income tax expense: Current Federal $ 884 State 457 Deferred Federal 4,939 State 1,332 Change in valuation allowance for deferred tax asset 20 Income tax expense $ 7,632 Years Ended December 31, (Dollars in thousands) 2024 2023 Income tax expens

What it says about vesting

2025 257,603 $ 49.68 Granted 91,552 54.38 Exercised ( 8,651 ) 37.00 Forfeited ( 9,503 ) 64.28 Expired ( 2,804 ) 70.50 Outstanding at December 31, 2025 328,197 $ 50.73 6.16 $ 4,914 Fully vested shares and shares expected to vest at December 31, 2025 328,197 $ 50.73 6.16 $ 4,914 Shares exercisable at December 31, 2025 173,976 $ 44.21 3.94 $ 3,876 Information related to the stock options for the years ended December 31, 2025, 2024, and 2023 was as follows: Year Ended December 31, (Dollars in thousands, except per share amounts) 2025 2024 2023 Aggregate intrinsic value of options exercised $ 230 $ 1,320 $ 723 Cash received from option exercises, net $ 320 $ 413 $ 144 Tax benefit realized from option exercises $ 48 $ 277 $ 152 Weighted average fair value of options granted (per share) $ 28.35 $

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260519065244NAL0000784737001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗