AUMdb

Trc Staffing Services, Inc. 401(k) Plan

Sponsored by Trc Staffing Services, Inc. · EIN 581405197 · Plan #003

Total assets
$9.1M
Net assets
$9.1M
Active participants
3,590
With balances
235

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $42,434
Sageview Advisory Group Llc Investment advisory (plan) $20,823
Futureplan By Ascensus Recordkeeping, Participant loan processing, Recordkeeping fees $2,415