Trac Intermodal Retirement Savings Plan — Form 5500 plan (Trac Intermodal)

Plain-English plan 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, Trac Intermodal Retirement Savings Plan is a benefit plan reported by Trac Intermodal under EIN 13-3467669 and plan number 001. The latest loaded filing year is 2023. The filing reports 952 participants and $85,415,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trac Intermodal
EIN
13-3467669
Plan number
001
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
952
End-of-year plan assets
$85,415,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023952H, C20241001111657NAL0013463378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$85,415,147
Total liabilities (EOY)
$0
Net assets (EOY)
$85,415,147
Net assets (BOY)
$71,166,809

Income & contributions

Employer contributions
$2,153,235
Participant contributions
$3,983,620
Total contributions
$7,016,636
Total income / additions
$20,014,368

Expenses & distributions

Benefits paid
$5,557,636
Administrative expenses
$208,394
Total expenses
$5,766,030
Net increase / (decrease)
$14,248,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$66,106$02023
Resource Investment Advisors LLCNONE$48,750not reported in the loaded dataset2023
Mercadien Pc CpaNONE$28,500not reported in the loaded dataset2023
Mma SecuritiesNONE$13,417not reported in the loaded dataset2023

Related Form 5500 pages