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Trg Fiduciary Services LLC

Lakewood Ranch, FL
Florida
Registered In
01/08/2018
Incorp. Date
Foreign
Registration Type
Delaware
Foreign Jurisdiction

Company Summary

Trg Fiduciary Services LLC in Lakewood Ranch, FL lists Atwell Jeffrey M of Hillsboro, TX and Duggan Jonathan of Alpharetta, GA

Overview

Registered In
Florida
Incorporation Date
Company Type
Foreign Limited Liability Co.
Status
Inactive
Registration Type
Foreign
Foreign Jurisdiction
Delaware
EIN
82-3095168
Website
Email
*******@tsretirement.com
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People

Duggan Paul S Registered Agent
8470 ENTERPRISE CIR, LAKEWOOD RANCH, FL 34202
Atwell Jeffrey M Manager
262 COUNTY RD 4260, HILLSBORO, TX 76645
Duggan Jonathan Secretary
570 GREENVIEW TER, ALPHARETTA, GA 30004
Atwell Jeffrey M PRE
262 COUNTY RD 4260, HILLSBORO, TX 76645
Duggan Paul S TRE
8470 ENTERPRISE CIR, LAKEWOOD RANCH, FL 34202

Map & Locations

8470 ENTERPRISE CIR STE 110 E, LAKEWOOD RANCH, FL 34202 View Map

Financials

Financial Information for Trg Fiduciary Services LLC

Form 5500

TRG FIDUCIARY SERVICES, LLC

1251 Waterfront Place Suite 525, Pittsburgh, Pa 15222 (877) 514-5600 EIN:82-3095168 Plan Admin:Julie Fofana
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameFLEXIBLE 401(K) POOLED EMPLOYER PLAN Plan #009 Participants BOY/EOY236 / 835 Assets BOY/EOY$0 / $24,683,377 2022 FLEXIBLE 401(K) POOLED EMPLOYER PLAN - Plan #009 236 / 835 $0 / $24,683,377
2022 Plan NameTRG 401(K) PLAN Plan #005 Participants BOY/EOY376 / 1,175 Assets BOY/EOY$4,532,622 / $17,934,779 2022 TRG 401(K) PLAN - Plan #005 376 / 1,175 $4,532,622 / $17,934,779
2022 Plan NameBLUE HORIZONS POOLED EMPLOYER PLAN Plan #001 Participants BOY/EOY530 / 544 Assets BOY/EOY$20,647,315 / $16,489,362 2022 BLUE HORIZONS POOLED EMPLOYER PLAN - Plan #001 530 / 544 $20,647,315 / $16,489,362
2022 Plan NameKFG FINANCIAL FREEDOM FUND Plan #007 Participants BOY/EOY544 / 610 Assets BOY/EOY$10,008,964 / $13,645,368 2022 KFG FINANCIAL FREEDOM FUND - Plan #007 544 / 610 $10,008,964 / $13,645,368
2022 Plan NameBLUESTAR BKS POOLED EMPLOYER PLAN Plan #002 Participants BOY/EOY968 / 341 Assets BOY/EOY$2,914,191 / $3,567,245 2022 BLUESTAR BKS POOLED EMPLOYER PLAN - Plan #002 968 / 341 $2,914,191 / $3,567,245
2022 Plan NameGOLDEN RETIREMENT PLAN Plan #010 Participants BOY/EOY365 / 2,233 Assets BOY/EOY$0 / $1,777,404 2022 GOLDEN RETIREMENT PLAN - Plan #010 365 / 2,233 $0 / $1,777,404
2022 Plan NameDYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN Plan #003 Participants BOY/EOY58 / 48 Assets BOY/EOY$0 / $0 2022 DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN - Plan #003 58 / 48 $0 / $0
2022 Plan NameRPS SMARTCOURSE SAVINGS PLAN Plan #014 Participants BOY/EOY0 / 253 Assets BOY/EOY$0 / $0 2022 RPS SMARTCOURSE SAVINGS PLAN - Plan #014 0 / 253 $0 / $0
2022 Plan NameHCM GUIDED RETIREMENT PLAN Plan #008 Participants BOY/EOY0 / 185 Assets BOY/EOY$0 / $0 2022 HCM GUIDED RETIREMENT PLAN - Plan #008 0 / 185 $0 / $0
2022 Plan NameMYINVST401K Plan #013 Participants BOY/EOY0 / 98 Assets BOY/EOY$0 / $0 2022 MYINVST401K - Plan #013 0 / 98 $0 / $0
2022 Plan NameCERITY PARTNERS POOLED EMPLOYER PLAN Plan #016 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2022 CERITY PARTNERS POOLED EMPLOYER PLAN - Plan #016 0 / 0 $0 / $0
2022 Plan NameSTRATEGIC INVESTORS POOLED EMPLOYER PLAN Plan #012 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2022 STRATEGIC INVESTORS POOLED EMPLOYER PLAN - Plan #012 0 / 0 $0 / $0
2022 Plan NameBEACON POINTE PEP Plan #011 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2022 BEACON POINTE PEP - Plan #011 0 / 0 $0 / $0
2022 Plan NameQUI(K) 401(K) PLAN Plan #004 Participants BOY/EOY111 / 583 Assets BOY/EOY$0 / $0 2022 QUI(K) 401(K) PLAN - Plan #004 111 / 583 $0 / $0
2022 Plan NameCABANA PEP SOLUTION Plan #035 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2022 CABANA PEP SOLUTION - Plan #035 0 / 0 $0 / $0
2022 Plan NameMARINER SELECT RETIREMENT PLAN Plan #111 Participants BOY/EOY0 / 4 Assets BOY/EOY$0 / $0 2022 MARINER SELECT RETIREMENT PLAN - Plan #111 0 / 4 $0 / $0
2021 Plan NameDYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN Plan #003 Participants BOY/EOY0 / 58 Assets BOY/EOY$0 / $0 2021 DYNAMIQUE ADVANTAGE 401(K) POOLED EMPLOYER PLAN - Plan #003 0 / 58 $0 / $0
2021 Plan NameBEACON POINTE PEP Plan #011 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2021 BEACON POINTE PEP - Plan #011 0 / 0 $0 / $0
2021 Plan NameGOLDEN RETIREMENT PLAN Plan #010 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2021 GOLDEN RETIREMENT PLAN - Plan #010 0 / 0 $0 / $0
2021 Plan NameSTRATEGIC INVESTORS POOLED EMPLOYER PLAN Plan #012 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2021 STRATEGIC INVESTORS POOLED EMPLOYER PLAN - Plan #012 0 / 0 $0 / $0
2021 Plan NameFLEXIBLE 401(K) POOLED EMPLOYER PLAN Plan #009 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2021 FLEXIBLE 401(K) POOLED EMPLOYER PLAN - Plan #009 0 / 0 $0 / $0
2021 Plan NameQUI(K) 401(K) PLAN Plan #004 Participants BOY/EOY25 / 43 Assets BOY/EOY$0 / $0 2021 QUI(K) 401(K) PLAN - Plan #004 25 / 43 $0 / $0
2021 Plan NameKFG FINANCIAL FREEDOM FUND Plan #007 Participants BOY/EOY5 / 264 Assets BOY/EOY$0 / $0 2021 KFG FINANCIAL FREEDOM FUND - Plan #007 5 / 264 $0 / $0
2021 Plan NameSMITH BRUER UNITED 401(K) PLAN Plan #001 Participants BOY/EOY0 / 131 Assets BOY/EOY$0 / $0 2021 SMITH BRUER UNITED 401(K) PLAN - Plan #001 0 / 131 $0 / $0
2021 Plan NameTHE LOGICAL RETIREMENT SOLUTION Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $0 2021 THE LOGICAL RETIREMENT SOLUTION - Plan #002 7 / 8 $0 / $0
2021 Plan NameTRG 401(K) PLAN Plan #005 Participants BOY/EOY0 / 149 Assets BOY/EOY$0 / $0 2021 TRG 401(K) PLAN - Plan #005 0 / 149 $0 / $0
2021 Plan NameMARINER SELECT RETIREMENT PLAN Plan #111 Participants BOY/EOY0 / 0 Assets BOY/EOY$0 / $0 2021 MARINER SELECT RETIREMENT PLAN - Plan #111 0 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Address Match:8470 Enterprise Cir Ste 110 E Lakewood Ranch, FL
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Person/City Match:Duggan Paul S - Lakewood Ranch, FL
Trg Financial, Inc. Registered in Florida
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Person/City Match:Duggan Jonathan - Alpharetta, GA
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View More in Lakewood Ranch, FL

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor
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