Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Tri-Ad Actuaries, Inc.
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 37 retirement plans with 100 or more participants reported paying Tri-Ad Actuaries, Inc. $5,000 or more. Those plans cover 26,179 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $2.0M. Per plan, the median was $98.31 per participant, with the middle half of plans between $48.46 and $122. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (23), Arizona (7) and Illinois (2).
In 2009 it appeared on 33 such filings; in 2024, 38. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $48.46 | $98.31 | $122 |
| Compensation as a share of plan net assets | 0.08% | 0.20% | 0.41% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| W.K.S. Restaurant Group 401(k) Plan | W.K.S. Restaurant Corporation | CA | 5,114 | $22.2M | $75K |
| Pechanga Development Corporation 401(k) Plan | Pechanga Development Corporation | CA | 4,557 | $224M | $448K |
| Morongo Band of Mission Indians 401(k) Retirement Plan | Morongo Band of Mission Indians | CA | 2,707 | $84.7M | $72K |
| Centre for Neuro Skills 401(k) Retirement Plan | Centre for Neuro Skills | CA | 1,490 | $55.4M | $229K |
| Sandstone Healthcare Group 401(k) Plan | Sandstone Healthcare Group | IL | 1,164 | $1.6M | $36K |
| Neighborhood House Association 401(k) Plan | Neighborhood House Association | CA | 1,021 | $66.2M | $33K |
| Ideal Clamp Products 401(k) Plan | Ideal Clamp Products, Inc. | TN | 886 | $50.3M | $99K |
| Largo Concrete, Inc. 401(k) Profit Sharing Plan | Largo Concrete, Inc. | CA | 772 | $29.2M | $123K |
| Pete King 401(k) Plan | Pete King Construction Company | AZ | 569 | $5.2M | $26K |
| California Payroll Group 401(k) Plan | California Payroll Group | CA | 566 | $8.1M | $27K |
| Roadone West, Inc. 401(k) Plan | Roadone West, Inc. | CA | 553 | $13.0M | $58K |
| United Medical 401(k) Plan | United Medical Imaging Healthcare, Inc. | CA | 544 | $8.4M | $38K |
| Cna National Warranty Corporation 401(k) Plan | Cna National Warranty Corporation | AZ | 387 | $42.4M | $9,323 |
| Centric Health 401(k) Plan | Centric Health | CA | 376 | $15.2M | $56K |
| La Paz Regional Hospital 403(b) Retirement Savings Plan | La Paz Regional Hospital | AZ | 355 | $12.4M | $126K |
| Helix 401 (K) Plan | Helix, Inc. DBA Helix Genomics | CA | 344 | $23.0M | $34K |
| Valley Ent, P. C. 401(k) Profit Sharing Plan | Valley Ent, P.C. | AZ | 343 | $29.5M | $37K |
| Imperial Valley Family Care Medical Group, Apc 401(k) PS Plan | Imperial Valley Family Care Medical Group, Apc | CA | 341 | $11.9M | $30K |
| Pra Events, Inc. 401(k) Plan | Pra Events, Inc. | IL | 324 | $15.7M | $58K |
| Capital Accumulation P/s Plan for Employees of Payden & Rygel | Payden & Rygel | CA | 295 | $124M | $53K |
| Tolleson Wealth Management 401(k) Plan | Tolleson Wealth Management, Inc. | TX | 290 | $34.7M | $7,600 |
| Brandes Investment Partners, L.P. 401(k) Plan | Brandes Investment Partners, L.P. | CA | 279 | $279M | $85K |
| Keeps Corporation 401(k) Profit Sharing Plan | Keeps Corporation | TX | 255 | $6.7M | $51K |
| Pechanga Resorts Incorporated 401 (K) Plan | Pechanga Resorts Incorporated | CA | 249 | $3.5M | $41K |
| Phoenix Art Museum 401(k) Plan | Phoenix Art Museum | AZ | 238 | $3.9M | $3,304 |
| Aka Head Start, Inc. Tax Sheltered Annuity | Aka Head Start, Inc. | CA | 238 | $11.1M | $13K |
| R.C.P. Block & Brick, Inc. 401(k) Retirement Savings Plan | RCP Block & Brick, Inc. | CA | 217 | $22.9M | $27K |
| Bluewater Energy, Inc. 401 (K) Plan | Bluewater Energy, Inc. | GA | 213 | $8.3M | $21K |
| Tokio Marine Highland 401(k) Plan | Tokio Marine Highland Insurance Services, Inc. | CA | 211 | $21.9M | $24K |
| The Desert Botanical Garden, Inc. 401(k) Plan | The Desert Botanical Garden, Inc. | AZ | 202 | $15.5M | $20K |
| Arizona Country Club Retirement Savings Plan | Arizona Country Club, Inc. | AZ | 182 | $5.4M | $15K |
| Belshire 401(k) Plan | Belshire Environmental Services, Inc. | CA | 176 | $18.7M | $14K |
| Ronald McDonald House Charities of Southern California 401(k) Profit Sharing Plan | Ronald McDonald House Charities of Southern California | CA | 175 | $6.9M | $6,692 |
| Spectrum Equity Management, Inc. Profit Sharing Retirement Plan | Spectrum Equity Management, Inc. | CA | 158 | $66.9M | $10K |
| Berliner Cohen Retirement Plan | Berliner Cohen, LLP | CA | 146 | $54.1M | $14K |
| Tab Products Co. Tax Deferred Savings Plan | Tab Products Co., LLC | WI | 122 | $16.8M | $13K |
| Ventura Coastal, LLC Retirement Savings Plan for Hourly Ee | Ventura Coastal, LLC | CA | 120 | $2.1M | $12K |
Questions and answers
How many plans does Tri-Ad Actuaries, Inc. serve?
37 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Tri-Ad Actuaries, Inc.?
The median plan reported $98.31 per participant in direct and indirect compensation (37 plans reporting an amount), or 0.20% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Participant loan processing (37 plans), Recordkeeping and information management (36 plans), Contract Administrator (35 plans) and Accounting (including auditing) (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.