Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRC INVESTMENTS, LLC DBA SERVPRO OF DOWNEY
EIN 20-2814259Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
3
Retirement
3
$2.3M assets
Welfare
0
Participants
63
8251 LA PALMA, SUITE 402 - BUENA PARK, CA 906203205714-369-0070
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.3M assets / 63 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SERVPRO OF DOWNEY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERVPRO OF DOWNEY 401(K) PLAN
401k
Assets$763K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
SERVPRO OF DOWNEY PROFIT SHARING PLAN
ProfitSharing
Assets$426K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SERVPRO OF DOWNEY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.1M | 12 | 2024 | |
| 002 | SERVPRO OF DOWNEY 401(K) PLAN | 401k | $763K | 31 | 2025 | |
| 004 | SERVPRO OF DOWNEY PROFIT SHARING PLAN | ProfitSharing | $426K | 20 | 2024 |
Retirement plans