The Truth Retirement Plan
Corporate pension, based in Mishawaka, Indiana, for 173 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jul 2025, The Truth Retirement Plan total assets $7M -> $0 (-100.0%, 2024-07-31 to 2025-07-01).
Relationship network
6 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 4.7%
- U.S. Government securities 37.6%
- Registered investment companies 55.7%
Consultants and advisers
- Nyhart Actuary and Employee Benefit Actuarythrough Jul 31, 2023 Form 5500
- KEY Bank National Association Custodianthrough Jul 31, 2023 Form 5500
- Nyhart Actuarythrough Jul 31, 2023 Form 5500
People
Manager roster
- Oxford Financial Group, Ltdplan years 2023
What changed
- Jul 1, 2025Assets changedThe Truth Retirement Plan total assets $7M -> $0 (-100.0%, 2024-07-31 to 2025-07-01)
- Dec 31, 2024Manager relationship endedinferenceKeybank National Association no longer appears on The Truth Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)with KEY Bank National Associationaskebsa.dol.gov
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 1, 2025 | 173 | Not disclosed | Not disclosed | n/a | $0 | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 175 | $7.1M | $9.4M | 78.9% | $7.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 178 | $7.2M | $9.4M | 80.8% | $7.1M | Not disclosed | Not disclosed | Not disclosed |
- Nyhart Actuary and Employee Benefit codes 11 $178,083 PY2024
- Oxford Financial Group codes 28 $13,470 PY2024
- Nyhart Actuary and Employee Benefit codes 11 $65,185 PY2023
+9 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: assets, fund commitments, managers.
Record history
- Total assets changed2025-07-01source on record
- Manager relationship ended2024-12-31source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.