Plan Snapshot
- Plan Sponsor: Trc Worldwide Engineering
- Sponsor EIN: 621803853
- Sponsor Address: 217 WARD CIRCLE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $14.4M
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 | 86 | $14.4M | $186,213 | $711,335 |
| 2023 | 82 | $12.6M | $173,111 | $710,670 |
| 2022 | 96 | $11.6M | $56,114 | $612,805 |
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 |
|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | Investment Advisor | $32,237 | — | $32,237 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,237
- Estimated Expense Ratio: 0.225% 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 | $33,594 | $32,237 | — | — | — |
| 2023 | $30,760 | $29,147 | — | — | — |
| 2022 | $31,923 | — | — | — | — |