Allison Barnes signed TRC Staffing Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRC Staffing Services, Inc.'s EIN is 58-1405197.
Download the official 2024 Form 5500 (PDF) for TRC Staffing Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRC Staffing Services, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $42K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company Fidelity 500 Index | Common Collective Trusts | — | — | $2.9M | 31.6% | |
| Transamerica Financial Life Insurance Company Vanguard Equity-Income Adm | Mutual Funds | — | — | $830K | 9.1% | |
| Transamerica Financial Life Insurance Company MFS Growth | Mutual Funds | — | — | $767K | 8.4% | |
| Transamerica Financial Life Insurance Company PIMCO Income Instl | Mutual Funds | — | — | $645K | 7.1% | |
| Transamerica Financial Life Insurance Company American Funds 2040 Target Date | Mutual Funds | — | — | $633K | 7.0% | |
| BNYM INSIGHT STABLE VALUE M MELLON · EIN 11-3152988 / PN 001 | Common Collective Trust | — | — | $594K | 6.5% | |
| Transamerica Financial Life Insurance Company Fidelity Total International Index | Mutual Funds | — | — | $379K | 4.2% | |
| Transamerica Financial Life Insurance Company ClearBridge Small Cap Growth | Common Stocks | — | — | $305K | 3.4% | |
| Transamerica Financial Life Insurance Company MFS Mid Cap Value | Mutual Funds | — | — | $226K | 2.5% | |
| Transamerica Financial Life Insurance Company Macquarie Mid Cap Growth | Common Stocks | — | — | $222K | 2.4% | |
| Transamerica Financial Life Insurance Company American Funds 2060 Target Date | Mutual Funds | — | — | $209K | 2.3% | |
| Transamerica Financial Life Insurance Company American Funds 2030 Target Date | Mutual Funds | — | — | $178K | 2.0% | |
| Transamerica Financial Life Insurance Company American Funds Europacific Growth Ret Acct | Mutual Funds | — | — | $151K | 1.7% | |
| Transamerica Financial Life Insurance Company American Funds 2035 Target Date | Mutual Funds | — | — | $141K | 1.5% | |
| Transamerica Financial Life Insurance Company American Funds 2050 Target Date | Mutual Funds | — | — | $132K | 1.5% | |
| Transamerica Financial Life Insurance Company American Funds 2045 Target Date | Mutual Funds | — | — | $101K | 1.1% | |
| Transamerica Financial Life Insurance Company Fidelity US Bond Index | Mutual Funds | — | — | $95K | 1.0% | |
| Transamerica Financial Life Insurance Company Fidelity Mid Cap Index | Mutual Funds | — | — | $93K | 1.0% | |
| Transamerica Financial Life Insurance Company American Funds 2010 Target Date | Mutual Funds | — | — | $68K | 0.8% | |
| Transamerica Financial Life Insurance Company Fidelity Small Cap Index | Mutual Funds | — | — | $67K | 0.7% | |
| Transamerica Financial Life Insurance Company American Funds 2055 Target Date | Mutual Funds | — | — | $64K | 0.7% | |
| Transamerica Financial Life Insurance Company American Funds 2025 Target Date | Mutual Funds | — | — | $54K | 0.6% | |
| Transamerica Financial Life Insurance Company American Funds 2065 Target Date | Mutual Funds | — | — | $38K | 0.4% | |
| Transamerica Financial Life Insurance Company American Century Small Cap Value | Common Stocks | — | — | $28K | 0.3% | |
| Transamerica Financial Life Insurance Company JPMorgan Core Bond | Common Stocks | — | — | $7K | <0.1% | |
| Transamerica Financial Life Insurance Company Victory Trivalent International Small-Cap 530 * Transamerica Financial Life Insurance Company Transamerica Stable Value | Stable Value | — | — | $6K | <0.1% | |
| Transamerica Financial Life Insurance Company American Funds 2015 Target Date 12 * Transamerica Financial Life Insurance Company American Funds 2020 Target Date | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISORY |
| $21K |
| — |
