Filings through .
Tri-Ad Actuaries, Inc.
Matched across 6 name variants in the filings
Tri-Ad Actuaries, Inc. summary
Tri-Ad Actuaries, Inc. appears on 37 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.6B in assets for 24,260 participants. The median client plan holds $14.9M. Most client plans are sponsored in CA, AZ and TX. The largest clients by plan assets are Brandes Investment Partners, L.P., Pechanga Development Corporation and Payden & Rygel. Plans reported $2.0M in direct and indirect compensation paid to Tri-Ad Actuaries, Inc.. The median is $28K per plan.
- Participants
- 24,260
- Median plan assets
- $14.9M
- Median plan participants
- 287
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- CAParticipants 282
- CAParticipants 4,819
- Payden & Rygel$151MCAParticipants 310
- CAParticipants 2,795
- CAParticipants 164
- CAParticipants 1,050
- Berliner Cohen, LLP$59.8MCAParticipants 133
- TNParticipants 958
- AZParticipants 392
- TXParticipants 282
- Largo Concrete, Inc.$34.2MCAParticipants 571
- CAParticipants 316
- RCP Block & Brick, Inc.$27.7MCAParticipants 209
- CAParticipants 5,298
- CAParticipants 196
- CAParticipants 183
- Centric Health$19.0MCAParticipants 346
- Tab Products Co., LLC$18.4MWIParticipants 130
- Roadone West, Inc.$14.9MCAParticipants 489
- CAParticipants 357
- Aka Head Start, Inc.$13.2MCAParticipants 230
- LA Paz Regional Hospital$12.1MAZParticipants 353
- CAParticipants 604
- Bluewater Energy, Inc.$10.6MGAParticipants 380
- CAParticipants 562
Top client states
- CA22 plans
- AZ5 plans
- TX3 plans
- FL1 plan
- GA1 plan
Frequently asked questions
- Who uses Tri-Ad Actuaries, Inc.?
- 37 retirement plans list Tri-Ad Actuaries, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Brandes Investment Partners, L.P., Pechanga Development Corporation, Payden & Rygel, Morongo Band of Mission Indians and Spectrum Equity Management, Inc.. Most client plans are sponsored in CA, AZ and TX.
- How many plans does Tri-Ad Actuaries, Inc. serve?
- Tri-Ad Actuaries, Inc. serves 37 retirement plans with $1.6B in plan assets and 24,260 participants, based on the latest Form 5500 filings through 2024.
- What does Tri-Ad Actuaries, Inc. charge?
- Plans reported $2.0M in total Schedule C compensation paid to Tri-Ad Actuaries, Inc.. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
See full Tri-Ad Actuaries, Inc. analytics with Pro. Pro is free for 7 days and then costs $49 a month.
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Tri-ad Actuaries as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 22 |
| Charles Schwab | 17 |
| JPMorgan | 8 |
| Capital Group | 8 |
| Dimensional | 7 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.