AUMdb

Trc 401(k) Retirement And Savings Plan

Sponsored by Trc Companies, Llc. · EIN 873351290 · Plan #002

Total assets
$776M
Net assets
$776M
Active participants
6,812
With balances
8,561

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fiducient Advisors Llc Investment advisory (plan) $62,061
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$784,773