· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TRC SALES, INC. — TRC SALES, INC. CASH BALANCE PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240724234254NAL0007902515001
TRC SALES, INC.
Form 5500-SF
FILING_RECEIVED
TRC SALES, INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TRC SALES, INC.
.
Find decision makers
Plan sponsor
Name
TRC SALES, INC.
EIN
33-0802734
Address
11258 MONARCH STREET, UNIT M · GARDEN GROVE, CA · 92841
Phone
(714) 379-4994
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-25
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Plumbing, Heating, AC Contractors plans
CONSERV, INC.
CONSERV, INC. 401(K) PLAN
$4.5M · 22 participants
NEW YORK BOILER, INC.
NEW YORK BOILER, INC. CASH BALANCE PLAN
$4.5M · 15 participants
TENANT MECHANICAL, INC.
TENANT MECHANICAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$4.5M · 23 participants
KRAUSE SERVICE COMPANY, INC.
KRAUSE SERVICE COMPANY, INC. 401(K) PLAN
$4.5M · 60 participants
K KELLY, INC.
K KELLY, INC. 401(K) PLAN
$4.5M · 68 participants
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
THE ROHRER COMPANY
THE ROHRER COMPANY 401(K) PLAN
$4.5M · 124 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B