What public Form 5500 filings show about the TRG Fiduciary Services, LLC 401(k) plan — and how to find and check your own account.
TRG Fiduciary Services, LLC (EIN 82-3095168) reports FLEXIBLE 401(K) POOLED EMPLOYER PLAN on its most recent Form 5500, with $78.1M in plan assets across 6,258 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full TRG Fiduciary Services, LLC filing — schedules, fees, and providers.
TRG Fiduciary Services, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TRG Fiduciary Services, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, AMERITAS, TRG FIDUCIARY SERVICES, TRIAD ADVISORS, RBF CAPITAL MANAGEMENT, TOUCHSTONE RETIREMENT GROUP.
