JUDY A. Simons signed Tri-AD Actuaries, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tri-AD Actuaries, Inc.'s EIN is 95-2887986.
Download the official 2022 Form 5500 (PDF) for Tri-AD Actuaries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Tri-AD Actuaries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | RECORDKEEPING | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MG TRUST COMPANY, LLC | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Mutual Fund, participant-directed | Common Collective Trusts | — | — | $1.9M | 11.8% | |
| JPMorgan SmartRetirementr Blend 2035 Fund Mutual Fund, participant-directed | Other securities | — | — | $1.7M | 10.2% | |
| JPMorgan SmartRetirementr Blend 2040 Fund Mutual Fund, participant-directed | Other securities | — | — | $1.7M | 10.1% | |
| JPMorgan SmartRetirementr Blend 2030 Fund Mutual Fund, participant-directed | Other securities | — | — | $1.4M | 8.7% | |
| Reliance Trust NY Life Anchor Series Fund Mutual Fund, participant-directed | Other securities | — | — | $876K | 5.3% | |
| JPMorgan SmartRetirementr Blend 2050 Fund Mutual Fund, participant-directed | Other securities | — | — | $662K | 4.0% | |
| DFA US Small Cap Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $634K | 3.8% | |
| Harbor Capital Appreciation Institutional Fund Mutual Fund, participant-directed | Other securities | — | — | $543K | 3.3% | |
| Dodge and Cox Income Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $520K | 3.2% | |
| JPMorgan SmartRetirementr Blend 2025 Fund Mutual Fund, participant-directed | Other securities | — | — | $458K | 2.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund, participant-directed | Common Collective Trusts | — | — | $439K | 2.7% | |
| Vanguard International Growth Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $407K | 2.5% | |
| Vanguard Total Stock Market Index Fund Mutual Fund, participant-directed | Common Collective Trusts | — | — | $406K | 2.5% | |
| DFA Emerging Markets Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $291K | 1.8% | |
| JP Morgan Core Bond Fund Mutual Fund, non-participant-directed | Other securities | — | $332K | $283K | 1.7% | |
| Double Line Total Return Mutual Fund, non-participant-directed | Other securities | — | $341K | $281K | 1.7% | |
| JPMorgan SmartRetirementr Blend 2045 Fund Mutual Fund, participant-directed | Other securities | — | — | $277K | 1.7% | |
| Vanguard S&P 500 ETF 774 shares | Common Collective Trusts | — | $170K | $272K | 1.6% | |
| Vanguard Russel 2000 ETF 3527 shares | Mutual Funds | — | $249K | $248K | 1.5% | |
| Participant Loans to participants, bearing interest ranging from 4.25% to 6.50% | Bonds / Notes | — | — | $191K | 1.2% | |
| JP Morgan Large Cap Growth Fund Mutual Fund, non-participant-directed | Other securities | — | $237K | $183K | 1.1% | |
| Liquid Assets Govt Fund Mutual Fund, non-participant-directed | Other securities | — | $166K | $166K | 1.0% | |
| Ishares Core S&P Mid Cap ETF 592 shares | Other securities | — | $99K | $143K | 0.9% | |
| American Beacon Large Cap Value Ins Mutual Fund, participant-directed | Other securities | — | — | $139K | 0.8% | |
| SPDR Gold Shares ETF 774 shares | Other securities | — | $110K | $131K | 0.8% | |
| JPMorgan SmartRetirementr Blend 2020 Fund Mutual Fund, participant-directed | Other securities | — | — | $127K | 0.8% | |
| PIMCO Income Fund Mutual Fund, non-participant-directed | Mutual Funds | — | $126K | $115K | 0.7% | |
| Loomis Sayles Bond Mutual Fund, non-participant-directed | Other securities | — | $123K | $110K | 0.7% | |
| DFA Real Estate Securities Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $102K | 0.6% | |
| DFA International Small Company Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $87K | 0.5% | |
| JPMorgan SmartRetirementr Blend Income Fund Mutual Fund, participant-directed | Other securities | — | — | $83K | 0.5% | |
| Ishares MSCI Emerging Markets 2100 shares | Other securities | — | $72K | $80K | 0.5% | |
| PIMCO All Asset Institutional Fund Mutual Fund, participant-directed | Mutual Funds | — | — | $79K | 0.5% | |
| UBS Group AG CHF 2484 shares | Common Stocks | — | $35K | $46K | 0.3% | |
| Sanofi Spon Adr 900 shares | Common Stocks | — | $36K | $44K | 0.3% | |
| Totalenergies SE Spon ADR 621 shares | Common Stocks | — | $26K | $39K | 0.2% | |
| Pfizer Inc 735 shares | Common Stocks | — | $23K | $38K | 0.2% | |
| Engie Spon Adr 2388 shares | Common Stocks | — | $40K | $34K | 0.2% | |
| Halliburton Co 863 shares | Common Stocks | — | $19K | $34K | 0.2% | |
| Imperial Brands PLC Spon Adr 1321 shares | Common Stocks | — | $41K | $33K | 0.2% | |
| Cigna Corp 98 shares | Common Stocks | — | $21K | $32K | 0.2% | |
| Erste Group Bank AG Spon Adr 1959 shares | Common Stocks | — | $31K | $31K | 0.2% | |
| Merck & Co Inc New Com 280 shares | Common Stocks | — | $19K | $31K | 0.2% | |
| Glaxo Wellcome PLC Spon Adr 876 shares | Common Stocks | — | $34K | $31K | 0.2% | |
| Shell PLC 539 shares | Common Stocks | — | $21K | $31K | 0.2% | |
| FISERV Inc 303 shares | Common Stocks | — | $30K | $31K | 0.2% | |
| BP PLC Spon Adr 876 shares | Common Stocks | — | $20K | $31K | 0.2% | |
| Wells Fargo & Co New 738 shares | Common Stocks | — | $29K | $30K | 0.2% | |
| Heidelbergcement AG Unsponsered ADR 2614 shares | Common Stocks | — | $36K | $30K | 0.2% | |
| CITI Group Inc 651 shares | Common Stocks | — | $29K | $29K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
