OpenERISA

Trg Fiduciary Services, LLC

Lakewood Ranch, FL, 34202

EIN 82-3095168
Plans
17
Total participants
6,815
Filing years
2024, 2022, 2021
NAICS
523900
Plan sponsors in FloridaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500017Lone Star Independent Physicians 401(K)9
2022Form 5500001Blue Horizons Pooled Employer Plan540
2022Form 5500002Bluestar Bks Pooled Employer Plan335
2022Form 5500003Dynamique Advantage 401(K) Pooled Employer Plan46
2022Form 5500004Qui(K) 401(K) Plan527
2022Form 5500005Trg 401(K) Plan943
2022Form 5500007Kfg Financial Freedom Fund511
2022Form 5500008Hcm Guided Retirement Plan172
2022Form 5500009Flexible 401(K) Pooled Employer Plan744
2022Form 5500010Golden Retirement Plan2,092
2022Form 5500012Strategic Investors Pooled Employer Plan0
2022Form 5500013Myinvst401k98
2022Form 5500014Rps Smartcourse Savings Plan237
2022Form 5500016Cerity Partners Pooled Employer Plan0
2022Form 5500035Cabana Pep Solution0
2022Form 5500111Mariner Select Retirement Plan4
2021Form 5500001Smith Bruer United 401(K) Plan122
2021Form 5500002The Logical Retirement Solution8
2021Form 5500003Dynamique Advantage 401(K) Pooled Employer Plan58
2021Form 5500004Qui(K) 401(K) Plan29
2021Form 5500005Trg 401(K) Plan97
2021Form 5500007Kfg Financial Freedom Fund243
2021Form 5500009Flexible 401(K) Pooled Employer Plan0
2021Form 5500010Golden Retirement Plan0
2021Form 5500011Beacon Pointe Pep0
2021Form 5500011Beacon Pointe Pep0
2021Form 5500012Strategic Investors Pooled Employer Plan0
2021Form 5500111Mariner Select Retirement Plan0

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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