Bridget Calahan signed TRC Acquisition, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRC Acquisition, LLC's EIN is 26-2311706.
Download the official 2024 Form 5500 (PDF) for TRC Acquisition, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRC Acquisition, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $59K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | $2.5M | $3.6M | 26.8% | |
| State Street S&P 500 Index | Common Collective Trusts | — | $1.1M | $1.5M | 11.1% | |
| Fixed Income Account | Other securities | — | — | $1.4M | 10.7% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | $908K | $1.1M | 8.1% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | $672K | $759K | 5.7% | |
| American Funds Europacific | Mutual Funds | — | $625K | $604K | 4.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126290 / PN 593 | Common Collective Trust | — | $507K | $556K | 4.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | $446K | $518K | 3.9% | |
| Fidelity Mid Cap Growth Index | Mutual Funds | — | $347K | $445K | 3.3% | |
| Participant Loans | Participant loans | — | — | $403K | 3.0% | |
| Fidelity Small Cap Growth Index | Mutual Funds | — | $288K | $343K | 2.6% | |
| State Street Aggregate Bond Index | Other securities | — | $322K | $316K | 2.4% | |
| DFA Real Estate Securities | Mutual Funds | — | $276K | $286K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | $224K | $255K | 1.9% | |
| Fidelity Small Cap Value Index | Mutual Funds | — | $156K | $180K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | $135K | $151K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | $146K | $144K | 1.1% | |
| Fidelity Inflation Protected Bond Index | Mutual Funds | — | $147K | $142K | 1.1% | |
| American Funds Capital Inc. BLDR | Mutual Funds | — | $133K | $136K | 1.0% | |
| Fidelity Mid Cap Value Index | Mutual Funds | — | $117K | $129K | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $110K | $125K | 0.9% | |
| Forfeitures | Other securities | — | $82K | $83K | 0.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | $80K | $79K | 0.6% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | $35K | $38K | 0.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | $29K | $31K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | $27K | $30K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | $25K | $27K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | $8K | $9K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | $8K | $9K | <0.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | $5K | $5K | <0.1% | |
| Schwab SDBA | Mutual Funds | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS INS AGENCY INC |
| — |
| MECHANICSVULLE, VA |
| BROKER/ADVISER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC DBA MORNINGSTAR ASS | — | CHICAGO, IL | OTHER | $2K | — |
