Assets by plan
Share of aggregate retirement assets
Filings through .
TRC Investments, LLC Dba Servpro of Downey
EIN 20-2814259Administrative and Support and Waste Management and Remediation ServicesLatest filing 2025
Plans
3
Retirement
3
$2.9M assets
Health & Benefits
0
Participants
56
8251 LA PALMA, SUITE 402 - BUENA PARK, CA 906203205714-369-0070
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.9M assets / 56 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SERVPRO OF DOWNEY DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.6M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SERVPRO OF DOWNEY 401(K) PLAN
401(k)
Assets$763K
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SERVPRO OF DOWNEY PROFIT SHARING PLAN
Profit-sharing
Assets$562K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SERVPRO OF DOWNEY DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.6M | 12 | 2025 |
| #002 | SERVPRO OF DOWNEY 401(K) PLAN | 401(k) | $763K | 31 | 2025 |
| #004 | SERVPRO OF DOWNEY PROFIT SHARING PLAN | Profit-sharing | $562K | 13 | 2025 |
- #003 · Traditional DB · 202512
- #002 · 401(k) · 202531
- #004 · Profit-sharing · 202513
Retirement plans