Plans listing this provider
39
0.07% of the 56,420 plans with Schedule H financials; 39 in 2023
Providers › Tri-ad Actuaries, Inc.
Tri-ad Actuaries, Inc.
- Service provider, as named on Schedule C
- EIN 952887986
- Plan year 2024
- Direct compensation reported $1,957,389
Assets of those plans
$1,406,604,727
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
39
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,957,389
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 37 | Participant loan processing | 39 |
| 13 | Contract administrator | 37 |
| 15 | Recordkeeping and information management | 36 |
| 50 | Direct payment from the plan | 34 |
| 64 | Recordkeeping fees | 31 |
| 59 | Shareholder servicing fees | 3 |
| 10 | Accounting (including auditing) | 2 |
| 17 | Consulting (pension) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Brandes Investment Partners, L.P. 401(k) Planrecordkeeper | Brandes Investment Partners | $278,872,604 | 279 | $85,041 |
| Pechanga Development Corporation 401(k) Planrecordkeeper | Pechanga Development | $224,366,793 | 4,434 | $448,016 |
| Capital Accumulation P/S Plan for Employees of Payden & Rygelrecordkeeper | Payden & Rygel | $124,276,005 | 295 | $52,943 |
| Morongo Band of Mission Indians 401(k) Retirement Planrecordkeeper | Morongo Band of Mission Indians | $84,679,414 | 1,478 | $72,300 |
| Spectrum Equity Management, Inc. Profit Sharing Retirement Planrecordkeeper | Spectrum Equity Management | $66,879,221 | 158 | $10,007 |
| Neighborhood House Association 401(k) Planrecordkeeper | Neighborhood House Association | $66,386,743 | 744 | $33,139 |
| Centre for Neuro Skills 401(k) Retirement Planrecordkeeper | Centre for Neuro Skills | $55,428,725 | 1,407 | $228,743 |
| Berliner Cohen Retirement Planrecordkeeper | Berliner Cohen | $54,059,417 | 145 | $13,720 |
| Ideal Clamp Products 401(k) Planrecordkeeper | Ideal Clamp Products | $50,278,101 | 799 | $99,244 |
| CNA National Warranty Corporation 401k Planrecordkeeper | CNA National Warranty | $42,378,823 | 385 | $9,323 |
| Tolleson Wealth Management 401(k) Planrecordkeeper | Tolleson Wealth Management | $34,738,175 | 288 | $7,600 |
| Valley ENT, P. C. 401(k) Profit Sharing Planrecordkeeper | Valley ENT | $29,482,145 | 327 | $36,502 |
| Largo Concrete, Inc. 401(k) Profit Sharing Planrecordkeeper | Largo Concrete | $29,155,925 | 683 | $123,140 |
| Helix 401 (k) Planrecordkeeper | Helix Inc. DBA Helix Genomics | $22,959,272 | 341 | $33,993 |
| R.C.P. Block & Brick, Inc. 401(k) Retirement Savings Planrecordkeeper | RCP Block & Brick | $22,875,068 | 214 | $26,559 |
| W.K.S. Restaurant Group 401(k) Planrecordkeeper | W.K.S. Restaurant | $22,243,639 | 562 | $74,655 |
| Tokio Marine Highland 401k Planrecordkeeper | Tokio Marine Highland Insurance Services | $21,888,693 | 204 | $23,930 |
| Belshire 401(k) Planrecordkeeper | Belshire Environmental Services | $18,681,333 | 175 | $13,620 |
| TAB Products Co. Tax Deferred Savings Planrecordkeeper | TAB Products | $16,775,369 | 118 | $13,277 |
| PRA Events, Inc. 401(k) Planrecordkeeper | PRA Events | $15,703,792 | 322 | $58,024 |
| The Desert Botanical Garden, Inc. 401(k) Planrecordkeeper | Desert Botanical Garden | $15,458,892 | 199 | $20,013 |
| Centric Health 401(k) Planrecordkeeper | Centric Health | $15,259,892 | 368 | $56,465 |
| Roadone West, Inc. 401(k) Planrecordkeeper | Roadone West | $12,955,048 | 510 | $57,869 |
| Imperial Valley Family Care Medical Group, APC 401k PS Planrecordkeeper | Imperial Valley Family Care Medical Group APC | $11,913,090 | 339 | $30,434 |
| United Medical 401(k) Planrecordkeeper | United Medical Imaging Healthcare | $8,361,363 | 512 | $38,007 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.