How big is Tri Cities Residential Services, Inc.'s plan?

Tri Cities Residential Services, Inc.'s plan reported $3.3M in assets and 115 participants for 2024.

Original filing (PDF)20250923145242NAL0006481297001

Tri Cities Residential Services, Inc.

Name: Tri Cities Residential Services, Inc. — TCRS 401(k), Form 5500 (2024)
Creator: Tri Cities Residential Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

TCRS 401(k) Plan

401(k) retirement plan · Tri Cities Residential Services, Inc.'s TCRS 401(k) Plan held $3.3M in plan assets for 115 participants in 2024, with Nationwide as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

115

Accounts w/ balance

132

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Gaynell Wall signed Tri Cities Residential Services, Inc.'s 2024 Form 5500 as plan administrator.

Gaynell Wall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Tri Cities Residential Services, Inc.'s EIN is 91-1046818.

EIN 91-1046818

Plan number 001

Plan year 2024

ACK ID 20250923145242NAL0006481297001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tri Cities Residential Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tri Cities Residential Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRI CITIES RESIDENTIAL SERVICES, INC..

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How this plan invests

This plan

55 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

TRI CITIES RESIDENTIAL SERVICES, INC.

EIN

all filings

Address

P. O. BOX 6084 · KENNEWICK, WA · 99336

Phone

(509) 783-3331

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

NORTHWEST CPA GROUP, PLLC

Trustee / custodian

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-4156830	COLUMBUS, OH	RECORDKEEPER	$799	—
PROACCOUNT	73-0988442	COLUMBUS, OH	RECORDKEEPER	$592	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

55 direct securities· $2.8M(84% of reported assets)

Common Collective Trusts

$1.2M

15 holdings

Mutual Funds

$868K

21 holdings

Other securities

$661K

18 holdings

Cash / Money Market

$5K

1 holding

					% of plan
Nationwide Fixed Selection Option Mutual fund	Other securities	—	—	$323K	9.8%
Vanguard Growth Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$245K	7.4%
Fidelity® U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$232K	7.0%
TIAA-CREF Lifecycle Index 2060 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$158K	4.8%
Fidelity® 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$146K	4.4%
Vanguard Developed Markets Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$108K	3.3%
PGIM Total Return Bond Fund -Class Z Mutual fund	Other securities	—	—	$103K	3.1%
TIAA-CREF Lifecycle Index 2055 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$99K	3.0%
TIAA-CREF Lifecycle Index 2040 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$93K	2.8%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$92K	2.8%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$82K	2.5%
Vanguard Small-Cap Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$81K	2.5%
TIAA-CREF Lifecycle Index 2035 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$77K	2.3%
TIAA-CREF Lifecycle Index 2050 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$57K	1.7%
Vanguard Extended Market Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$57K	1.7%
Fidelity® Inflation-Protected Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$55K	1.7%
Columbia Select Large Cap Growth Fund Institutional 2 Class Mutual fund	Other securities	—	—	$54K	1.6%
JPMorgan Small Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$53K	1.6%
Vanguard Total International Bond Index Fund Admiral™ Mutual fund	Common Collective Trusts	—	—	$53K	1.6%
TIAA-CREF Lifecycle Index 2045 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$53K	1.6%
TIAA-CREF Lifecycle Index 2025 Fund Institutional Class Mutual fund	Mutual Funds	—	—	$49K	1.5%
Vanguard Target Retirement 2035 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$48K	1.5%
Federated Hermes Institutional High Yield Bond Fund Mutual fund	Other securities	—	—	$46K	1.4%
Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$42K	1.3%
Vanguard Real Estate Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$41K	1.2%
Vanguard Total Stockmarket Index Fund AS Mutual fund	Common Collective Trusts	—	—	$40K	1.2%
TIAA-CREF Lifecycle Index 2065 Instl Mutual fund	Mutual Funds	—	—	$38K	1.2%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$27K	0.8%
Vanguard Value Index Fund Admiral Shares Mutual fund	Common Collective Trusts	—	—	$25K	0.7%
Vanguard Target Retirement 2050 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$19K	0.6%
MFS INTL DIVRS R4 + Mutual fund	Mutual Funds	—	—	$18K	0.5%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual fund	Mutual Funds	—	—	$17K	0.5%
Fidelity® International Index Fund Mutual fund	Common Collective Trusts	—	—	$12K	0.4%
Dodge & Cox International Stock Fund Mutual fund	Mutual Funds	—	—	$12K	0.4%
Goldman Sachs Mutual fund	Other securities	—	—	$12K	0.4%
Nationwide Loomis All Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$12K	0.3%
Avantis U.S. Large Cap Value Fund Institutional Class Mutual fund	Other securities	—	—	$11K	0.3%
Calvert International Responsible Index Fund - Class R6 Mutual fund	Common Collective Trusts	—	—	$10K	0.3%
JPMorgan Large Cap Growth R6 Mutual fund	Other securities	—	—	$10K	0.3%
JPMorgan Equity Income Fund Class R5 Mutual fund	Other securities	—	—	$9K	0.3%
MFS MdCap Gr R6 Mutual fund	Mutual Funds	—	—	$6K	0.2%
Diamond Hill Midcap I Mutual fund	Other securities	—	—	$6K	0.2%
Principal Global Real Estate Securities Fund Class R-6 Mutual fund	Other securities	—	—	$6K	0.2%
Avantis Emerging Markets Equity Fund - Institutional Class Mutual fund	Other securities	—	—	$5K	0.2%
Federated Hermes Government Obligations Fund Money market	Cash / Money Market	—	—	$5K	0.2%
DFA EMRG MKTS CORE EQ 2 PORTFOLIO - INST Mutual fund	Mutual Funds	—	—	$4K	0.1%
PGIM Total Return Bond Fund -Class R6 Mutual fund	Other securities	—	—	$4K	0.1%
PIMCO REAL RTN INST Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Explorer Fund Admiral Shares Mutual fund	Mutual Funds	—	—	$3K	<0.1%
AVNTS US Small Cap Value Instl Mutual fund	Other securities	—	—	$3K	<0.1%