Jason Greenlaw signed TRC Companies, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRC Companies, LLC.'s EIN is 87-3351290.
Download the official 2024 Form 5500 (PDF) for TRC Companies, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 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 | -$785K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $62K | — |
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 - 619,802 shares | Common Collective Trusts | — | — | $126.6M | 16.3% | |
| MainStay Funds MainStay Large Cap Growth R1 Fund - 5,959,434 shares | Other securities | — | — | $65.6M | 8.5% | |
| Fidelity Investments Fidelity Freedom 2040 Fund- Class K - 4,817,466 shares | Mutual Funds | — | — | $55.7M | 7.2% | |
| Fidelity Investments Fidelity Freedom 2035 Fund- Class K - 3,542,264 shares | Mutual Funds | — | — | $55.4M | 7.1% | |
| Fidelity Investments Fidelity Freedom 2045 Fund- Class K - 3,876,213 shares | Mutual Funds | — | — | $52.2M | 6.7% | |
| Fidelity Investments Fidelity Freedom 2030 Fund- Class K - 2,771,945 shares | Mutual Funds | — | — | $48.6M | 6.3% | |
| Fidelity Investments Fidelity Freedom 2050 Fund- Class K - 3,357,985 shares | Mutual Funds | — | — | $45.8M | 5.9% | |
| Fidelity Investments Fidelity Freedom 2055 Fund- Class K - 2,513,382 shares | Mutual Funds | — | — | $39.7M | 5.1% | |
| Fidelity Investments Fidelity Freedom 2025 Fund- Class K - 2,544,609 shares | Mutual Funds | — | — | $34.6M | 4.5% | |
| Common Collective Trust * Fidelity Investments Managed Income Portfolio Class 2 - 31,754,196 shares | Common Collective Trusts | — | — | $31.8M | 4.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $31.8M | 4.1% | |
| Fidelity Investments Fidelity Extended Market Index - 255,508 shares | Mutual Funds | — | — | $23.2M | 3.0% | |
| Fidelity Investments Fidelity Freedom 2060 Fund- Class K - 1,466,530 shares | Mutual Funds | — | — | $21.3M | 2.7% | |
| Fidelity Investments Fidelity Total Bond Fund - 2,008,970 shares | Mutual Funds | — | — | $18.9M | 2.4% | |
| Fidelity Investments Fidelity Freedom 2020 Fund- Class K - 1,268,098 shares | Mutual Funds | — | — | $18.2M | 2.3% | |
| T. Rowe Price T. Rowe Price Equity Income Fund - 507,061 shares | Other securities | — | — | $17.5M | 2.3% | |
| Baird Funds Baird Mid-Cap Fund - 755,179 shares | Other securities | — | — | $16.0M | 2.1% | |
| American Funds American Funds EuroPacific Growth Fund - 298,028 shares | Mutual Funds | — | — | $15.6M | 2.0% | |
| Conestoga Capital Conestoga Small Cap Fund Investors Class - 174,975 shares | Other securities | — | — | $13.9M | 1.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund - 1,032,080 shares | Common Collective Trusts | — | — | $10.5M | 1.4% | |
| Fidelity Investments Fidelity Total International Index Fund - 773,419 shares | Common Collective Trusts | — | — | $10.4M | 1.3% | |
| Allspring Special Mid Cap Value - 211,211 shares | Other securities | — | — | $10.1M | 1.3% | |
| Vanguard Group Vanguard Explorer Value Fund Investor Shares - 218,442 shares | Mutual Funds | — | — | $9.4M | 1.2% | |
| Fidelity Investments Fidelity Freedom 2065 Fund- Class K - 585,682 shares | Mutual Funds | — | — | $7.7M | 1.0% | |
| Notes Receivable From Participants * Notes receivable from participants Participant loans maturing 2025 - 2039 with interest rates of 3.25% to - | Bonds / Notes | — | — | $7.7M | 1.0% | |
| Cohen & Steers Cohen & Steers Realty Shares Fund - 97,347 shares | Mutual Funds | — | — | $6.4M | 0.8% | |
| Fidelity Investments Fidelity Freedom 2015 Fund- Class K - 402,513 shares | Mutual Funds | — | — | $4.6M | 0.6% | |
| Fidelity Investments Fidelity Freedom 2010 Fund- Class K - 216,479 shares | Mutual Funds | — | — | $3.0M | 0.4% | |
| Fidelity Investments Fidelity Freedom Income Fund- Class K - 236,996 shares | Mutual Funds | — | — | $2.5M | 0.3% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $54K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2070 Fund- Class K - 1,132 shares | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
