Form 5500 Search

TRG FIDUCIARY SERVICES

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
11
Active participants
8,261
Total plan assets
$238.8M
Filings (rows)
11
Direct comp
$311K
Indirect comp
$0

SERVICES PROVIDED

Advisor / Consultant5
Other5
TPA / Administrator1

Top plans served

All 11 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
TREVECCA NAZARENE UNIVERSITY
TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
440$49.8M$37K
TREVECCA NAZARENE UNIVERSITY
TREVECCA NAZARENE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN
NASHVILLE, TN
Other
NONE
359$44.9M$40K
ACADEMIC MEDICINE SERVICES INC
ACADEMIC MEDICINE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
AMHERST, NY
TPA / Administrator
CONTRACT ADMINISTRATOR
231$28.1M$30K
TRG FIDUCIARY SERVICES, LLC
FLEXIBLE 401(K) POOLED EMPLOYER PLAN
PITTSBURGH, PA
Other
NONE
744$24.7M$12K
UNIVERSITY AT BUFFALO SURGEONS, INC
UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN
BUFFALO, NY
Other
NONE
109$24.1M$68K
TRG FIDUCIARY SERVICES, LLC
TRG 401(K) PLAN
LAKEWOOD RANCH, FL
Advisor / Consultant
ADVISORY
943$17.9M$62K
DAVIS DEVELOPMENT, INC.
DAVIS DEVELOPMENT, INC. 401(K) PLAN
STOCKBRIDGE, GA
Advisor / Consultant
INVESTMENT ADVISOR
496$15.7M$15K
TRG FIDUCIARY SERVICES, LLC
KFG FINANCIAL FREEDOM FUND
LAKEWOOD RANCH, FL
Advisor / Consultant
ADVISORY
511$13.6M$17K
DAVIS DEVELOPMENT, INC.
DAVIS DEVELOPMENT, INC. 401(K) PLAN
STOCKBRIDGE, GA
Advisor / Consultant
INVESTMENT ADVISOR
427$10.5M$8K
UNIVERSITY AT BUFFALO SURGEONS, INC
UNIVERSITY AT BUFFALO SURGEONS, INC. 403(B) PLAN
BUFFALO, NY
Advisor / Consultant
ADVISORY
133$6.2M$19K
GPS HOSPITALITY, LLC
GPS HOSPITALITY 401(K) PLAN
ATLANTA, GA
Other
FIDUCIARY
3,868$3.2M$3K