Laura McCool signed TRC Worldwide Engineering's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRC Worldwide Engineering's EIN is 62-1803853.
Download the official 2024 Form 5500 (PDF) for TRC Worldwide Engineering from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TRC Worldwide Engineering'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | 63-0371391 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 11.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.2M | 8.6% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 7.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 7.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.0M | 7.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $901K | 6.3% | |
| FIDELITY GOVT MONEY MRKT PREM | Registered Investment Companies | — | — | $766K | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $684K | 4.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $632K | 4.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $619K | 4.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $568K | 4.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $536K | 3.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $511K | 3.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $507K | 3.5% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $452K | 3.1% | |
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $392K | 2.7% | |
| ARTISAN INTERNATIONAL VAL INST | Registered Investment Companies | — | — | $333K | 2.3% | |
| JOHN HANCOCK DIS VAL MID CAP I | Registered Investment Companies | — | — | $221K | 1.5% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $204K | 1.4% | |
| MFS CONS ALLOC - R4 | Registered Investment Companies | — | — | $203K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $186K | 1.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $132K | 0.9% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $128K | 0.9% | |
| BAIRD MIDCAP GROWTH INST | Registered Investment Companies | — | — | $126K | 0.9% | |
| TRP INTEGRATED US SC GR EQ I | Registered Investment Companies | — | — | $76K | 0.5% | |
| FIRST EAGLE GLOBAL R6 | Registered Investment Companies | — | — | $75K | 0.5% | |
| MFS GRTH ALLOC R4 | Registered Investment Companies | — | — | $41K | 0.3% | |
| AMERCENT INFL ADJ BOND FD INV | Registered Investment Companies | — | — | $29K | 0.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $18K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $32K |
| — |
