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Original filing (PDF)20250131121758NAL0001314707001
TRAINING, REHABILITATION & DEVELOPMENT INSTITUTE, INC.
Form 5500
FILING_RECEIVED
TRDI RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.5 mo
Active participants
497
Accounts w/ balance
269
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Filed 2.5 months past the 10.5-month grace window.
- 54% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRAINING, REHABILITATION & DEVELOPMENT INSTITUTE, INC..
Plan sponsor
Name
TRAINING, REHABILITATION & DEVELOPMENT INSTITUTE, INC.
EIN
74-2938051
Address
425 SOLEDAD STREET, SUITE 800 · SAN ANTONIO, TX · 78205
Phone
(210) 572-0402
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsInvestments
1 pooled fund· $2.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERITAS SEPARATE ACCOUNT G AMERITAS LIFE INSURANCE CORP. · EIN 47-0098400 / PN 003 | Pooled Separate Account | $2.8M | 98.1% |
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