Jason Greenlaw signed TRC Companies, LLC.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRC Companies, LLC.'s EIN is 82-1842424.
Download the official 2023 Form 5500 (PDF) for TRC Companies, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)TRC Companies, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$561K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $48K | — |
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 Investments Fidelity 500 Index Fund - 577,546 shares | Common Collective Trusts | — | — | $95.6M | 14.1% | |
| MainStay Funds MainStay Large Cap Growth R1 Fund - 5,139,693 shares | Other securities | — | — | $51.9M | 7.6% | |
| Fidelity Investments Fidelity Freedom 2035 Fund- Class K - 3,230,046 shares | Mutual Funds | — | — | $46.9M | 6.9% | |
| Fidelity Investments Fidelity Freedom 2040 Fund- Class K - 4,245,193 shares | Mutual Funds | — | — | $44.5M | 6.6% | |
| Fidelity Investments Fidelity Freedom 2030 Fund- Class K - 2,558,184 shares | Mutual Funds | — | — | $42.3M | 6.2% | |
| Fidelity Investments Fidelity Freedom 2045 Fund- Class K - 3,463,053 shares | Mutual Funds | — | — | $41.8M | 6.2% | |
| Fidelity Investments Fidelity Freedom 2025 Fund- Class K - 2,971,615 shares | Mutual Funds | — | — | $38.8M | 5.7% | |
| Fidelity Investments Fidelity Freedom 2050 Fund- Class K - 3,086,499 shares | Mutual Funds | — | — | $37.7M | 5.6% | |
| Common Collective Trust * Fidelity Investments Managed Income Portfolio Class 2 - 35,478,234 shares | Common Collective Trusts | — | — | $35.5M | 5.2% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $35.5M | 5.2% | |
| Fidelity Investments Fidelity Freedom 2055 Fund- Class K - 2,262,896 shares | Mutual Funds | — | — | $32.0M | 4.7% | |
| Fidelity Investments Fidelity Extended Market Index - 294,292 shares | Mutual Funds | — | — | $23.0M | 3.4% | |
| Fidelity Investments Fidelity Freedom 2020 Fund- Class K - 1,399,839 shares | Mutual Funds | — | — | $19.6M | 2.9% | |
| Baird Funds Baird Mid-Cap Fund - 861,781 shares | Other securities | — | — | $19.3M | 2.8% | |
| Fidelity Investments Fidelity Total Bond Fund - 1,958,109 shares | Mutual Funds | — | — | $18.8M | 2.8% | |
| T. Rowe Price T. Rowe Price Equity Income Fund - 500,332 shares | Other securities | — | — | $16.8M | 2.5% | |
| Fidelity Investments Fidelity Freedom 2060 Fund- Class K - 1,222,209 shares | Mutual Funds | — | — | $15.9M | 2.3% | |
| American Funds American Funds EuroPacific Growth Fund - 294,201 shares | Mutual Funds | — | — | $15.7M | 2.3% | |
| Conestoga Capital Conestoga Small Cap Fund Investors Class - 186,077 shares | Other securities | — | — | $13.6M | 2.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund - 989,149 shares | Common Collective Trusts | — | — | $10.3M | 1.5% | |
| Fidelity Investments Fidelity Total International Index Fund - 707,497 shares | Common Collective Trusts | — | — | $9.3M | 1.4% | |
| Allspring Special Mid Cap Value - 185,469 shares | Other securities | — | — | $8.5M | 1.3% | |
| Vanguard Group Vanguard Explorer Value Fund Investor Shares - 193,102 shares | Mutual Funds | — | — | $8.3M | 1.2% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund - 96,404 shares | Mutual Funds | — | — | $6.1M | 0.9% | |
| Notes Receivable From Participants * Notes receivable from participants Participant loans maturing 2024 - 2038 with interest rates of 3.25% to | Bonds / Notes | — | — | $6.0M | 0.9% | |
| Fidelity Investments Fidelity Freedom 2015 Fund- Class K - 457,657 shares | Mutual Funds | — | — | $5.1M | 0.8% | |
| Fidelity Investments Fidelity Freedom 2065 Fund- Class K - 364,079 shares | Mutual Funds | — | — | $4.3M | 0.6% | |
| Fidelity Investments Fidelity Freedom 2010 Fund- Class K - 251,968 shares | Mutual Funds | — | — | $3.4M | 0.5% | |
| Fidelity Investments Fidelity Freedom Income Fund- Class K - 217,358 shares | Mutual Funds | — | — | $2.3M | 0.3% | |
| Fidelity Investments Fidelity Freedom 2005 Fund- Class K - 59,314 shares | Mutual Funds | — | — | $652K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $53K | <0.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
