Civic Intelligence

TRIADVOCATES, LLC.

Plan context: TRIADVOCATES RETIREMENT PLAN

EIN 42-1528332 • Phoenix, AZ • 15 filings • 2 plans

40 North Central AvenueSuite 1980Phoenix, AZ 85004
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$9,064,123

2025 Contributions

$426,169

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,064,123$4,532,062$0201120182025YearValue
$9,064,123Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201120182025YearValue
11Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025111$9,064,123$426,169$38,743iApproximate average salary by contribution assumption: employee only about $968,566 at 4% or $645,711 at 6%; with 50% employer match about $645,711 at 4% or $430,474 at 6%; with 100% employer match about $484,283 at 4% or $322,855 at 6%.
TRIADVOCATES RETIREMENT PLAN-11$9,064,123$426,169$38,743iApproximate average salary by contribution assumption: employee only about $968,566 at 4% or $645,711 at 6%; with 50% employer match about $645,711 at 4% or $430,474 at 6%; with 100% employer match about $484,283 at 4% or $322,855 at 6%.
2024111$7,559,059$393,264$35,751iApproximate average salary by contribution assumption: employee only about $893,782 at 4% or $595,855 at 6%; with 50% employer match about $595,855 at 4% or $397,236 at 6%; with 100% employer match about $446,891 at 4% or $297,927 at 6%.
TRIADVOCATES RETIREMENT PLAN-11$7,559,059$393,264$35,751iApproximate average salary by contribution assumption: employee only about $893,782 at 4% or $595,855 at 6%; with 50% employer match about $595,855 at 4% or $397,236 at 6%; with 100% employer match about $446,891 at 4% or $297,927 at 6%.
202319$6,436,021$382,195$42,466iApproximate average salary by contribution assumption: employee only about $1,061,653 at 4% or $707,769 at 6%; with 50% employer match about $707,769 at 4% or $471,846 at 6%; with 100% employer match about $530,826 at 4% or $353,884 at 6%.
TRIADVOCATES RETIREMENT PLAN-9$6,436,021$382,195$42,466iApproximate average salary by contribution assumption: employee only about $1,061,653 at 4% or $707,769 at 6%; with 50% employer match about $707,769 at 4% or $471,846 at 6%; with 100% employer match about $530,826 at 4% or $353,884 at 6%.
202218$5,124,224$438,311$54,789iApproximate average salary by contribution assumption: employee only about $1,369,722 at 4% or $913,148 at 6%; with 50% employer match about $913,148 at 4% or $608,765 at 6%; with 100% employer match about $684,861 at 4% or $456,574 at 6%.
TRIADVOCATES RETIREMENT PLAN-8$5,124,224$438,311$54,789iApproximate average salary by contribution assumption: employee only about $1,369,722 at 4% or $913,148 at 6%; with 50% employer match about $913,148 at 4% or $608,765 at 6%; with 100% employer match about $684,861 at 4% or $456,574 at 6%.
202119$5,767,710$420,242$46,694iApproximate average salary by contribution assumption: employee only about $1,167,339 at 4% or $778,226 at 6%; with 50% employer match about $778,226 at 4% or $518,817 at 6%; with 100% employer match about $583,669 at 4% or $389,113 at 6%.
TRIADVOCATES RETIREMENT PLAN-9$5,767,710$420,242$46,694iApproximate average salary by contribution assumption: employee only about $1,167,339 at 4% or $778,226 at 6%; with 50% employer match about $778,226 at 4% or $518,817 at 6%; with 100% employer match about $583,669 at 4% or $389,113 at 6%.
2020110$5,851,917$449,564$44,956iApproximate average salary by contribution assumption: employee only about $1,123,910 at 4% or $749,273 at 6%; with 50% employer match about $749,273 at 4% or $499,516 at 6%; with 100% employer match about $561,955 at 4% or $374,637 at 6%.
TRIADVOCATES RETIREMENT PLAN-10$5,851,917$449,564$44,956iApproximate average salary by contribution assumption: employee only about $1,123,910 at 4% or $749,273 at 6%; with 50% employer match about $749,273 at 4% or $499,516 at 6%; with 100% employer match about $561,955 at 4% or $374,637 at 6%.
2019110$4,561,082$371,362$37,136iApproximate average salary by contribution assumption: employee only about $928,405 at 4% or $618,937 at 6%; with 50% employer match about $618,937 at 4% or $412,624 at 6%; with 100% employer match about $464,202 at 4% or $309,468 at 6%.
TRIADVOCATES RETIREMENT PLAN-10$4,561,082$371,362$37,136iApproximate average salary by contribution assumption: employee only about $928,405 at 4% or $618,937 at 6%; with 50% employer match about $618,937 at 4% or $412,624 at 6%; with 100% employer match about $464,202 at 4% or $309,468 at 6%.
2018110$3,441,725$351,278$35,128iApproximate average salary by contribution assumption: employee only about $878,195 at 4% or $585,463 at 6%; with 50% employer match about $585,463 at 4% or $390,309 at 6%; with 100% employer match about $439,098 at 4% or $292,732 at 6%.
TRIADVOCATES RETIREMENT PLAN-10$3,441,725$351,278$35,128iApproximate average salary by contribution assumption: employee only about $878,195 at 4% or $585,463 at 6%; with 50% employer match about $585,463 at 4% or $390,309 at 6%; with 100% employer match about $439,098 at 4% or $292,732 at 6%.
2017111$3,441,907$366,790$33,345iApproximate average salary by contribution assumption: employee only about $833,614 at 4% or $555,742 at 6%; with 50% employer match about $555,742 at 4% or $370,495 at 6%; with 100% employer match about $416,807 at 4% or $277,871 at 6%.
TRIADVOCATES RETIREMENT PLAN-11$3,441,907$366,790$33,345iApproximate average salary by contribution assumption: employee only about $833,614 at 4% or $555,742 at 6%; with 50% employer match about $555,742 at 4% or $370,495 at 6%; with 100% employer match about $416,807 at 4% or $277,871 at 6%.
2016111$2,885,651$372,864$33,897iApproximate average salary by contribution assumption: employee only about $847,418 at 4% or $564,945 at 6%; with 50% employer match about $564,945 at 4% or $376,630 at 6%; with 100% employer match about $423,709 at 4% or $282,473 at 6%.
TRIADVOCATES RETIREMENT PLAN-11$2,885,651$372,864$33,897iApproximate average salary by contribution assumption: employee only about $847,418 at 4% or $564,945 at 6%; with 50% employer match about $564,945 at 4% or $376,630 at 6%; with 100% employer match about $423,709 at 4% or $282,473 at 6%.
2015112$2,323,295$299,409$24,951iApproximate average salary by contribution assumption: employee only about $623,769 at 4% or $415,846 at 6%; with 50% employer match about $415,846 at 4% or $277,231 at 6%; with 100% employer match about $311,884 at 4% or $207,923 at 6%.
TRIADVOCATES RETIREMENT PLAN-12$2,323,295$299,409$24,951iApproximate average salary by contribution assumption: employee only about $623,769 at 4% or $415,846 at 6%; with 50% employer match about $415,846 at 4% or $277,231 at 6%; with 100% employer match about $311,884 at 4% or $207,923 at 6%.
2014110$2,078,128$316,646$31,665iApproximate average salary by contribution assumption: employee only about $791,615 at 4% or $527,743 at 6%; with 50% employer match about $527,743 at 4% or $351,829 at 6%; with 100% employer match about $395,808 at 4% or $263,872 at 6%.
TRIADVOCATES RETIREMENT PLAN-10$2,078,128$316,646$31,665iApproximate average salary by contribution assumption: employee only about $791,615 at 4% or $527,743 at 6%; with 50% employer match about $527,743 at 4% or $351,829 at 6%; with 100% employer match about $395,808 at 4% or $263,872 at 6%.
2013110$2,411,613$257,188$25,719iApproximate average salary by contribution assumption: employee only about $642,970 at 4% or $428,647 at 6%; with 50% employer match about $428,647 at 4% or $285,764 at 6%; with 100% employer match about $321,485 at 4% or $214,323 at 6%.
TRIADVOCATES RETIREMENT PLAN TRUST-10$2,411,613$257,188$25,719iApproximate average salary by contribution assumption: employee only about $642,970 at 4% or $428,647 at 6%; with 50% employer match about $428,647 at 4% or $285,764 at 6%; with 100% employer match about $321,485 at 4% or $214,323 at 6%.
2012114$1,994,263$198,357$14,168iApproximate average salary by contribution assumption: employee only about $354,209 at 4% or $236,139 at 6%; with 50% employer match about $236,139 at 4% or $157,426 at 6%; with 100% employer match about $177,104 at 4% or $118,070 at 6%.
TRIADVOCATES RETIREMENT PLAN-14$1,994,263$198,357$14,168iApproximate average salary by contribution assumption: employee only about $354,209 at 4% or $236,139 at 6%; with 50% employer match about $236,139 at 4% or $157,426 at 6%; with 100% employer match about $177,104 at 4% or $118,070 at 6%.
2011112$1,723,931$195,585$16,299iApproximate average salary by contribution assumption: employee only about $407,469 at 4% or $271,646 at 6%; with 50% employer match about $271,646 at 4% or $181,097 at 6%; with 100% employer match about $203,734 at 4% or $135,823 at 6%.
TRIADVOCATES RETIREMENT PLAN-12$1,723,931$195,585$16,299iApproximate average salary by contribution assumption: employee only about $407,469 at 4% or $271,646 at 6%; with 50% employer match about $271,646 at 4% or $181,097 at 6%; with 100% employer match about $203,734 at 4% or $135,823 at 6%.