401(k) · DOL Form 5500 · 2022

Trg Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
34th
Percentile by assets National rank
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Official DOL plan name: Rps Smartcourse Savings Plan · Sponsored by Trg Fiduciary Services, LLC · Florida · Finance & Insurance

$2M in assets, N/A participants

Trg Fiduciary Services, LLC's Rps Smartcourse Savings Plan reported $2M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 34th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,166 in Finance & Insurance (9,261 peers)

Trg Fiduciary Services, LLC multi-year trail

Trg Fiduciary Services, LLC's plans moved -99.8% in assets from 2022 to 2024; this filing shows Rps Smartcourse Savings Plan at $2M / N/A participants.

#2,166
in Finance & Insurance (9,261 peers)
$129K
reported net income

Rps Smartcourse Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Rps Smartcourse Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,104,756 34th percentile higher than 34% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 823095168 · Trg Fiduciary Services, LLC PY 2022 · 401(k)

Rps Smartcourse Savings Plan · $2M · N/A · 34th

  • 5500 $2M
  • ASSETS N/A
  • PCT 34th
  • EIN 401(k)
  • RANK near Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #2166

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Florida →

Rps Smartcourse Savings Plan in the asset neighbourhood

Callaway Gardens Resort, Inc. Retirement Savings and Investment PlanCallaway Gardens Resort, Inc…$2MRps Smartcourse Savings Plan$2MSjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing PlanSjoberg Evashenk Consulting,…$2MPrecision Metal Products, Inc. 401(k)/Profit Sharing PlanPrecision Metal Products, In…$2MCxm 401(k) Plan$2M
End-of-year total assets ($M) among Rps Smartcourse Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Trg Fiduciary Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trg Fiduciary Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$181K 99.8089196044655% vs 2022
2024 filing year
$0M$50M$100M$150M 20222024 $94.7M $0.18M ▼ -99.8%
Year Plans Participants Total Assets
2022 15 2,992 $95M
2024 1 N/A $181K

Trg Fiduciary Services, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$129K
Employer EIN823095168
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rps Smartcourse Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Rps Smartcourse Savings Plan, Total assets ($B): 0.002104756 · Participants: 0Rps Smartcourse Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Rps Smartcourse Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rps Smartcourse Savings Plan side-by-side with 3 peers →

Rps Smartcourse Savings Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in CA at $2M (this filing: $2M).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Trg Fiduciary Services, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Trg Fiduciary Services, LLC's sponsor-wide assets declined 99.8%, from $95M to $181K.
Which 401(k) plans are similar in size to Rps Smartcourse Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sjoberg Evashenk Consulting, Inc. 401(k) Profit Sharing Plan in CA ($2M, 8 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823095168.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.