Trc Advisory & Wealth Management LLC
Plan context: Trc Advisory & Wealth Management LLC 401(K) Plan
EIN 81-1238360 • Fort Worth, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$367,929
2025 Contributions
$26,050
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 0 | $0 | - | - |
| 2024 | 1 | 3 | $367,929 | $0 | - |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 3 | $367,929 | - | - |
| 2023 | 1 | 3 | $367,929 | $26,050 | $8,683iApproximate average salary by contribution assumption: employee only about $217,083 at 4% or $144,722 at 6%; with 50% employer match about $144,722 at 4% or $96,481 at 6%; with 100% employer match about $108,542 at 4% or $72,361 at 6%. |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 3 | $367,929 | $26,050 | $8,683iApproximate average salary by contribution assumption: employee only about $217,083 at 4% or $144,722 at 6%; with 50% employer match about $144,722 at 4% or $96,481 at 6%; with 100% employer match about $108,542 at 4% or $72,361 at 6%. |
| 2022 | 1 | 3 | $285,206 | $128,955 | $42,985iApproximate average salary by contribution assumption: employee only about $1,074,625 at 4% or $716,417 at 6%; with 50% employer match about $716,417 at 4% or $477,611 at 6%; with 100% employer match about $537,313 at 4% or $358,208 at 6%. |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 3 | $285,206 | $128,955 | $42,985iApproximate average salary by contribution assumption: employee only about $1,074,625 at 4% or $716,417 at 6%; with 50% employer match about $716,417 at 4% or $477,611 at 6%; with 100% employer match about $537,313 at 4% or $358,208 at 6%. |
| 2021 | 1 | 3 | $195,207 | $59,147 | $19,716iApproximate average salary by contribution assumption: employee only about $492,892 at 4% or $328,594 at 6%; with 50% employer match about $328,594 at 4% or $219,063 at 6%; with 100% employer match about $246,446 at 4% or $164,297 at 6%. |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 3 | $195,207 | $59,147 | $19,716iApproximate average salary by contribution assumption: employee only about $492,892 at 4% or $328,594 at 6%; with 50% employer match about $328,594 at 4% or $219,063 at 6%; with 100% employer match about $246,446 at 4% or $164,297 at 6%. |
| 2020 | 1 | 3 | $120,878 | $112,983 | $37,661iApproximate average salary by contribution assumption: employee only about $941,525 at 4% or $627,683 at 6%; with 50% employer match about $627,683 at 4% or $418,456 at 6%; with 100% employer match about $470,763 at 4% or $313,842 at 6%. |
| Trc Advisory & Wealth Management LLC 401(K) Plan | - | 3 | $120,878 | $112,983 | $37,661iApproximate average salary by contribution assumption: employee only about $941,525 at 4% or $627,683 at 6%; with 50% employer match about $627,683 at 4% or $418,456 at 6%; with 100% employer match about $470,763 at 4% or $313,842 at 6%. |