TRG INVESTMENT
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
37
Active participants
8,664
Total plan assets
$955.4M
Filings (rows)
37
Direct comp
$860K
Indirect comp
$154K
Aggregating 2 name variants under "TRG INVESTMENT"
SERVICES PROVIDED
Other19
Advisor / Consultant18
Top plans served
All 37 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| WORLD LEARNING, INC. WORLD LEARNING, INC. RETIREMENT PLAN | BRATTLEBORO, VT | Other NONE | 446 | $88.5M | $47K |
| WORLD LEARNING, INC. WORLD LEARNING, INC. RETIREMENT PLAN | BRATTLEBORO, VT | Other NONE | 464 | $79.5M | $12K |
| NEWSBANK, INC. NEWSBANK RETIREMENT SAVINGS PLAN | CHESTER, VT | Advisor / Consultant ADVISOR | 330 | $59.1M | $39K |
| NEWSBANK, INC. NEWSBANK RETIREMENT SAVINGS PLAN | CHESTER, VT | Advisor / Consultant INVESTMENT ADVISOR | 338 | $51.8M | $29K |
| LANDMARK COLLEGE, INC. LANDMARK COLLEGE RETIREMENT PLAN | PUTNEY, VT | Advisor / Consultant INVESTMENT ADVISOR | 351 | $44.6M | $35K |
| BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO, VT | Other SERVICE PROVIDER | 532 | $43.0M | $47K |
| BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO, VT | Other SERVICE PROVIDER | 447 | $38.3M | $34K |
| BRATTLEBORO RETREAT TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT | BRATTLEBORO, VT | Other SERVICE PROVIDER | 407 | $34.7M | $12K |
| KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN, NH | Other | 149 | $31.8M | $40K |
| KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN, NH | Other | 155 | $28.7M | $33K |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN | BRATTLEBORO, VT | Other SERVICE PROVIDER | 668 | $27.9M | $2K |
| OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN | TOWNSHEND, VT | Other SERVICE PROVIDER | 231 | $26.2M | $0 |
| BRATTLEBORO MEMORIAL HOSPITAL BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST | BRATTLEBORO, VT | Other SERVICE PROVIDER | 438 | $26.2M | $7K |
| KIMBALL UNION ACADEMY KIMBALL UNION ACADEMY DC RETIREMENT PLAN | MERIDEN, NH | Other | 156 | $25.6M | $52K |
| HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO, VT | Advisor / Consultant INVESTMENT ADVISOR | 88 | $25.2M | $26K |
| HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT | SPRINGFIELD, VT | Advisor / Consultant INVESTMENT ADVISORY | 527 | $23.0M | $0 |
| OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN | TOWNSHEND, VT | Other SERVICE PROVIDER | 213 | $22.6M | $18K |
| HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO, VT | Advisor / Consultant INVESTMENT ADVISOR | 93 | $22.3M | $23K |
| HOLSTEIN ASSOCIATION USA, INC. HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN | BRATTLEBORO, VT | Advisor / Consultant INVESTMENT ADVISOR | 86 | $20.2M | $25K |
| HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT HEALTH CARE AND REHABILITATION SERVICES OF SOUTHEASTERN VERMONT | SPRINGFIELD, VT | Advisor / Consultant INVESTMENT ADVISORY | 525 | $20.0M | $0 |
| NEW CHAPTER, INC. NEW CHAPTER, INC. 401(K) PLAN | BRATTLEBORO, VT | Advisor / Consultant RIA | 185 | $19.5M | $46K |
| OTIS HEALTH CARE CENTER OTIS HEALTH CARE CENTER 401K PLAN | TOWNSHEND, VT | Other INVESTMENT/FINANCIAL ADVI | 203 | $18.3M | $37K |
| ELITE RESTORATION HOLDINGS, LLC SHARJO PROFIT SHARING PLAN | MERRIMACK, NH | Advisor / Consultant INVESTMENT ADVISOR | 85 | $17.9M | $30K |
| THE LANE PRESS, INC. THE LANE PRESS, INC. 401(K) PLAN | BURLINGTON, VT | Advisor / Consultant ADVISOR | 113 | $17.1M | $23K |
| NEW CHAPTER, INC. NEW CHAPTER, INC. 401(K) PLAN | BRATTLEBORO, VT | Advisor / Consultant RIA | 180 | $16.7M | $37K |
| CN HOLDINGS, INC. CN HOLDINGS RETIREMENT PROFIT-SHARING PLAN | WHITE RIVER JUNCTION, VT | Advisor / Consultant ADVISOR | 105 | $16.2M | $24K |
| D.E.W. CONSTRUCTION CORP. D.E.W. CONSTRUCTION 401(K) PROFIT SHARING PLAN | WILLISTON, VT | Advisor / Consultant ADVISOR/INVESTEMENT ADV | 111 | $15.2M | $14K |
| CN HOLDINGS, INC. CN HOLDINGS RETIREMENT PROFIT-SHARING PLAN | WHITE RIVER JUNCTION, VT | Advisor / Consultant ADVISOR | 91 | $14.9M | $22K |
| NEW CHAPTER, INC. NEW CHAPTER, INC. 401(K) PLAN | BRATTLEBORO, VT | Advisor / Consultant RIA | 167 | $14.1M | $34K |
| CN HOLDINGS, INC. CN HOLDINGS RETIREMENT PROFIT-SHARING PLAN | WHITE RIVER JUNCTION, VT | Advisor / Consultant ADVISOR | 84 | $13.9M | $23K |
| ONION RIVER COOPERATIVE DBA CITY MARKET ONION RIVER CO-OP 401(K) PLAN | BURLINGTON, VT | Advisor / Consultant INVESTMENT ADVISORY | 261 | $11.5M | $8K |
| DUBLIN SCHOOL DUBLIN SCHOOL 403(B) RETIREMENT PLAN | DUBLIN, NH | Other | 106 | $11.1M | $24K |
| DUBLIN SCHOOL DUBLIN SCHOOL 403(B) RETIREMENT PLAN | DUBLIN, NH | Other | 116 | $9.6M | $18K |
| DUBLIN SCHOOL DUBLIN SCHOOL 403(B) RETIREMENT PLAN | DUBLIN, NH | Other | 114 | $8.2M | $16K |
| THE WHITE MOUNTAIN SCHOOL WHITE MOUNTAIN SCHOOL DC PLAN | BETHLEHEM, NH | Other NONE | 50 | $6.5M | $8K |
| THE WHITE MOUNTAIN SCHOOL WHITE MOUNTAIN SCHOOL DC PLAN | BETHLEHEM, NH | Other NONE | 49 | $5.7M | $7K |
| THE WHITE MOUNTAIN SCHOOL WHITE MOUNTAIN SCHOOL DC PLAN | CONCORD, NH | Other NONE | 0 | $0 | $7K |