Retirement plan

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRUCORE COMMERCIAL, LLC

Name: TRUCORE COMMERCIAL, LLC - 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRUCORE COMMERCIAL, LLC (2025) Form 5500
Creator: TRUCORE COMMERCIAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRUCORE COMMERCIAL, LLC, TRUCORE COMMERCIAL, LLC

TRUCORE COMMERCIAL, LLCEIN 47-3801026Plan #001PY 2025

11999 KATY FREEWAY, SUITE 502 - HOUSTON, TX 77079281-820-7042

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$311K

+28.8% from 2024

Total participants

0.0% from 2024

Average account balance

$155,292

+28.8% from 2024

Annual return

3.07%

-5.09 pp from 2024

Benchmarks

See 15,991 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,991 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$155K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$155,292

$180,749-14.1%

$160,784-3.4%

$137,256+13.1%

Participation rate

100.0%

80.0%+20.0pp

77.0%+23.0pp

80.0%+20.0pp

Annual return

3.07%

2234.46%-2231.4pp

1803.92%-1800.8pp

220.34%-217.3pp

Employer contribution / active EE

$7,500

$4,155+80.5%

$3,733+100.9%

$4,156+80.5%

Participant deferral / active EE

$23,500

$6,844+243.4%

$6,293+273.4%

$6,407+266.8%

Admin fee / account holder

$10,397-100.0%

$9,717-100.0%

$12,270-100.0%

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRUCORE COMMERCIAL, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF TRUCORE COMMERCIAL, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion