Form 5500 Search
Back to filter
Original filing (PDF)20251008105539NAL0003212995001

THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC

Form 5500
FILING_RECEIVED
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC. AMENDED AND RESTATED TAX-SHELTERED ANNUITY PLAN
403(b) retirement plan
Active participants
91
Accounts w/ balance
118
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC.
Plan sponsor
Name
THREE RIVERS PLANNING AND DEVELOPMENT DISTRICT, INC
EIN
64-0507939
Address
P.O. BOX 690 · PONTOTOC, MS · 38863
Phone
(662) 489-2415
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FRANKS, FRANKS, WILEMON & HAGOOD,PA
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
INGHAM & COMPANY65-0170152—NONE$1K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.