Plan Snapshot
- Plan Sponsor: Trc Financial Insurance Svcs.
- Sponsor EIN: 141892029
- Sponsor Address: 2 VENTURE, SUITE 455, IRVINE, CA, 92618
- Plan Type: DC
- Total Participants: 4
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $1.8M | $9,791 | $48,000 |
| 2023 | 6 | $1.5M | $63,788 | $12,784 |
| 2022 | 5 | $1.2M | $15,296 | $58,050 |