Richard Ortiz signed TRG Fiduciary Services, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TRG Fiduciary Services, LLC's EIN is 82-3095168.
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)TRG Fiduciary Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG FIDUCIARY SERVICES | 82-3095168 | — | ADVISORY | $62K | — |
| ISC ADVISORS, INC. | — | DALLAS, TX | INVESTMENT ADVISOR | $14K | — |
| HALL WEALTH MANAGEMENT | — | CARROLLTON, TX | INVESTMENT ADVISOR | $9K | — |
| TRIAD ADVISORS | — | NORCROSS, GA | INVESTMENT ADVISOR | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.3M | 96.5% | |
| [Assets held in participant loans] | Other | — | — | $411K | 2.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $14K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOUCHSTONE RETIREMENT GROUP, LLC | 45-3210377 | — | TPA | $7K | — |
