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  2. TRC Advisory & Wealth Management, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

TRC Advisory & Wealth Management, LLC

EIN 81-1238360-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$368K assets
Welfare
0
Participants
3
4790 HIGHWAY 377 S - FORT WORTH, TX 76116817-560-9160
Plans on this EIN
1 filing
#001401(k)-$368K - 3 part

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Retirement#001

TRC ADVISORY & WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k)

Assets$368K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRC ADVISORY & WEALTH MANAGEMENT, LLC 401(K) PLAN401(k)$368K32024
Retirement plans
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