Trc 401(K) Retirement And Savings Plan — Form 5500 plan (Trc Companies, LLC.)

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, Trc 401(K) Retirement And Savings Plan is a benefit plan reported by Trc Companies, LLC. under EIN 82-1842424 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,826 participants and $678,984,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trc Companies, LLC.
EIN
82-1842424
Plan number
002
Plan type
2
Location
Windsor, CT
Latest filing year
2023
Participants
8,826
End-of-year plan assets
$678,984,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,826H, C20241011152440NAL0022215297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$678,984,000
Total liabilities (EOY)
$0
Net assets (EOY)
$678,984,000
Net assets (BOY)
$562,943,144

Income & contributions

Employer contributions
$16,877,048
Participant contributions
$50,542,432
Total contributions
$82,322,818
Total income / additions
$187,706,626

Expenses & distributions

Benefits paid
$73,431,043
Administrative expenses
-$512,885
Total expenses
$72,989,830
Net increase / (decrease)
$114,716,796

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCINVESTMENT ADVISOR$48,060not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$560,945$02023

Related Form 5500 pages