Plan Snapshot
- Plan Sponsor: Trc Payroll, I, LLC
- Sponsor EIN: 232939171
- Sponsor Address: 2929 ARCH ST FL 28, PHILADELPHIA, PA, 191042857
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $23.4M
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. |
|---|---|---|---|---|
| 2024 | 91 | $23.4M | $489,628 | $908,264 |
| 2023 | 98 | $21.7M | $485,757 | $956,607 |
| 2022 | 98 | $17.2M | $487,468 | $938,423 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,826 | — | $59,826 |
| WELLS FARGO ADVISORS INS AGENCY LLC | OTHER SERVICES | — | $10,680 | $10,680 |
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,506
- Estimated Expense Ratio: 0.302% 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 |
|---|---|---|---|---|---|
| 2024 | $59,826 | — | $59,826 | — | — |
| 2023 | $57,555 | — | $57,555 | — | — |
| 2022 | $55,019 | — | $55,019 | — | — |