Plan Snapshot
- Plan Sponsor: Trc Companies, LLC.
- Sponsor EIN: 821842424
- Sponsor Address: 21 GRIFFIN ROAD NORTH, WINDSOR, CT, 06095
- Plan Type: 401(k)
- Total Participants: 6,805
- Total Assets: $679.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 6,805 | $679.0M | $16.9M | $50.5M |
| 2022 | 6,215 | $562.9M | $14.5M | $45.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | $96,120 | — | $96,120 |
| FIONDELLA, MILONE & LASARACINA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,120
- Estimated Expense Ratio: 0.014% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | -$512,885 | — | — | — | — |
| 2022 | -$217,703 | — | — | — | — |