# Trc Financial Insurance Svcs. DC Plan
Source: https://planprovider.pro/companies/trc-financial-insurance-svcs-plan

> Trc Financial Insurance Svcs.'s DC plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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