Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRI-AD ACTUARIES, INC.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $52,823 |
14 funds of $250K or more; 18 lines in all, holding $12.9M of the plan's $14.6M. From the 2025 filing. Recordkeeper: Tri-ad Actuaries.
Target-date series: Vanguard Target Retirement, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Interim Trm Bond Index Admiral Vanguard · Mutual fund Index | $3.2M | 25.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.7M | 13.5% |
| Schwab S&P 500 Index Fund - Select S Charles Schwab · Mutual fund Index | $1.2M | 9.2% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 9.1% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 8.7% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $950K | 7.4% |
| Kingdom Trust Manager not matched · Other | $654K | 5.1% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $604K | 4.7% |
| US Capital Manager not matched · Other | $343K | 2.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $333K | 2.6% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Interim Trm Bond Index Admiral | $3.2M |
| DroppedVanguard Interim Trm Trsy Index Admiral | $807K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.