How big is TRG Fiduciary Services, LLC's plan?

TRG Fiduciary Services, LLC's plan covered 527 participants for 2022.

Original filing (PDF)20231108071602NAL0015893523001

TRG Fiduciary Services, LLC

Name: TRG Fiduciary Services, LLC — Qui(k) 401(k) Plan, Form 5500 (2022)
Creator: TRG Fiduciary Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Qui(k) 401(k) Plan

401(k) retirement plan · TRG Fiduciary Services, LLC's Qui(k) 401(k) Plan covered 527 participants in 2022.

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

527

Accounts w/ balance

260

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

LISA MAAS signed TRG Fiduciary Services, LLC's 2022 Form 5500 as plan administrator.

LISA MAAS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

TRG Fiduciary Services, LLC's EIN is 82-3095168.

EIN 82-3095168

Plan number 004

Plan year 2022

ACK ID 20231108071602NAL0015893523001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for TRG Fiduciary Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

TRG Fiduciary Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRG FIDUCIARY SERVICES, LLC.

Finding similar companies…

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRG FIDUCIARY SERVICES, LLC

EIN

all filings

Address

8470 ENTERPRISE CIRCLE · SUITE 110 · LAKEWOOD RANCH, FL · 34202

Phone

(877) 514-5600

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-11-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $12.8M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.