TRG FIDUCIARY SERVICES, LLC 401(k) Plan
What public Form 5500 filings show about the TRG FIDUCIARY SERVICES, LLC 401(k) plan — and how to find and check your own account.
The TRG FIDUCIARY SERVICES, LLC 401(k) on its latest Form 5500
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.
Who runs the TRG FIDUCIARY SERVICES, LLC 401(k)?
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): AMERITAS, CHARLES SCHWAB BANK, TRG FIDUCIARY SERVICES, TOUCHSTONE RETIREMENT GROUP, IRON FIDUCIARY AN OFFERING BY CREA, TRIAD ADVISORS.
How to check your TRG FIDUCIARY SERVICES, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TRG FIDUCIARY SERVICES, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).