Form 5500 Search

TRG ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
26
Active participants
6,939
Total plan assets
$881.7M
Filings (rows)
26
Direct comp
$631K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant17
Other7
TPA / Administrator2

Top plans served

All 26 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
HOSPICE AND PALLIATIVE CARE BUFFALO, INC.
HOSPICE RETIREMENT PLAN
CHEEKTOWAGA, NY
Other
NONE
454$56.5M$30K
COPLEY HEALTH SYSTEMS, INC.
COPLEY HEALTH SYSTEMS, INC. 403(B) RETIREMENT PLAN
MORRISVILLE, VT
Other
NONE
638$51.1M$43K
TREVECCA NAZARENE UNIVERSITY
TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
NASHVILLE, TN
TPA / Administrator
TPA
440$49.8M$30K
HOSPICE AND PALLIATIVE CARE BUFFALO, INC.
HOSPICE RETIREMENT PLAN
CHEEKTOWAGA, NY
Other
NONE
451$49.5M$31K
TREVECCA NAZARENE UNIVERSITY
TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
NASHVILLE, TN
TPA / Administrator
TPA
359$44.9M$26K
UNIVERSITY PEDIATRIC ASSOCIATES, INC.
UNIVERSITY PEDIATRIC ASSOCIATES RETIREMENT PLAN
BUFFALO, NY
Other
NONE
206$42.9M$15K
HOSPICE AND PALLIATIVE CARE BUFFALO, INC.
HOSPICE RETIREMENT PLAN
CHEEKTOWAGA, NY
Other
NONE
432$41.6M$15K
MARS HILL UNIVERSITY
MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
MARS HILL, NC
Advisor / Consultant
ADVISOR
253$41.2M$19K
THE JOCKEY CLUB
THE JOCKEY CLUB 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
249$40.9M$36K
UNIVERSITY PEDIATRIC ASSOCIATES, INC.
UNIVERSITY PEDIATRIC ASSOCIATES RETIREMENT PLAN
BUFFALO, NY
Other
NONE
193$39.9M$13K
ACADEMIC MEDICINE SERVICES INC
ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
BUFFALO, NY
Advisor / Consultant
ADVISOR
238$39.5M$32K
MARS HILL UNIVERSITY
MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
MARS HILL, NC
Advisor / Consultant
ADVISOR
251$38.5M$17K
THE JOCKEY CLUB
THE JOCKEY CLUB 401(K) PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
244$37.8M$36K
MARS HILL UNIVERSITY
MARS HILL UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
MARS HILL, NC
Advisor / Consultant
ADVISOR
239$36.1M$17K
UNIVERSITY PEDIATRIC ASSOCIATES, INC.
UNIVERSITY PEDIATRIC ASSOCIATES RETIREMENT PLAN
BUFFALO, NY
Other
NONE
214$34.7M$13K
ACADEMIC MEDICINE SERVICES INC
ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
BUFFALO, NY
Advisor / Consultant
ADVISOR
231$33.3M$27K
UNIVERSITY AT BUFFALO SURGEONS, INC
UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
ADVISORS
125$32.6M$51K
ACADEMIC MEDICINE SERVICES INC
ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
AMHERST, NY
Advisor / Consultant
ADVISOR
231$28.1M$26K
UB FAMILY MEDICINE INC
UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST
BUFFALO, NY
Advisor / Consultant
ADVISOR
147$22.0M$29K
UNIVERSITY NEUROLOGY, INC.
UNIVERSITY NEUROLOGY, INC. RETIREMENT PLAN
BUFFALO, NY
Advisor / Consultant
ADVISOR
151$20.4M$15K
UB FAMILY MEDICINE INC
UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN AND TRUST
BUFFALO, NY
Advisor / Consultant
ADVISOR
92$19.5M$27K
DAVIS DEVELOPMENT, INC.
DAVIS DEVELOPMENT, INC. 401(K) PLAN
STOCKBRIDGE, GA
Advisor / Consultant
INVESTMENT ADVISOR
435$19.5M$20K
UB FAMILY MEDICINE INC
UB FAMILY MEDICINE INC 401(K) PROFIT SHARING PLAN & TRUST
BUFFALO, NY
Advisor / Consultant
ADVISOR
88$17.4M$28K
CAROLINA DAY SCHOOL, INC.
CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
ASHEVILLE, NC
Advisor / Consultant
ADVISOR
187$16.2M$14K
CAROLINA DAY SCHOOL, INC.
CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
ASHEVILLE, NC
Advisor / Consultant
ADVISOR
168$15.0M$11K
CAROLINA DAY SCHOOL, INC.
CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
ASHEVILLE, NC
Advisor / Consultant
ADVISOR
223$13.0M$11K