Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT INC.
EIN 64-0507939non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$22.1M assets
Welfare
1
Participants
328
P.O. BOX 690 - PONTOTOC, MS 38863662-489-2415trpdd.comLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $22.1M assets / 244 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN
403b
Assets$13.1M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. RETIREMENT SAVINGS PLAN
403b
Assets$9.0M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THREE RIVERS PLANNING & DISTRICT INC. EMPLOYEE MED
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN | 403b | $13.1M | 122 | 2024 | |
| 002 | THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. RETIREMENT SAVINGS PLAN | 403b | $9.0M | 122 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THREE RIVERS PLANNING & DISTRICT INC. EMPLOYEE MED | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans