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Sponsor portfolioTH

INTERMEDIARYED

EIN 42-0841485-Educational Services-Latest filing 2025
Plans
3
Retirement
3
$395.3M assets
Welfare
0
Participants
2,590
PO BOX 28 - MOUNT VERNON, IA 52314319-784-7179
Plans on this EIN
3 filings
#003403b-$393.2M - 2,571 part#004403b-$1.9M - 15 part#001401k-$168K - 4 part

Retirement portfolio analytics

3 plans aggregated / $395.3M assets / 2,590 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CONTRIBUTION RETIREMENT PLAN (#003)99%
  • PROFESSIONAL EXAMINATION SERVI... (#004)0%
  • INTERMEDIARYED 401(K) (#001)0%
Total $395.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • TIAA99%
  • (Not disclosed)1%
Total $395.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#003)2,571
  • PROFESSIONAL EXAMINATION SERVI... (#004)15
  • INTERMEDIARYED 401(K) (#001)4
Total 2,590Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$393.2M
Participants2,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

403(B) THRIFT PLAN FOR PROFESSIONAL EXAMINATION SERVICE

403b

Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

INTERMEDIARYED 401(K) PLAN

401k

Assets$168K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003ACT, INC. DEFINED CONTRIBUTION RETIREMENT PLAN403b$393.2M2,5712024
004403(B) THRIFT PLAN FOR PROFESSIONAL EXAMINATION SERVICE403b$1.9M152024
001INTERMEDIARYED 401(K) PLAN401k$168K42025
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