2023 Form 5500 filing — Trc 401(K) Retirement And Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011152440NAL0022215297001) for Trc 401(K) Retirement And Savings Plan, reported by Trc Companies, LLC. under EIN 82-1842424 and plan number 002. It reports 8,826 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152440NAL0022215297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trc Companies, LLC.
- EIN
- 82-1842424
- Plan number
- 002
- Location
- Windsor, CT
- Participants
- 8,826
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $678,984,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $678,984,000
- Employer contributions
- $16,877,048
- Participant contributions
- $50,542,432
- Total income / additions
- $187,706,626
- Benefits paid
- $73,431,043
- Administrative expenses
- -$512,885
- Total expenses
- $72,989,830
- Net increase / (decrease)
- $114,716,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $48,060 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$560,945 | $0 |