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
365
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,870
Avg per participant Low balance/head
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Official DOL plan name: Golden Retirement Plan · Sponsored by Trg Fiduciary Services, LLC · Florida · Finance & Insurance

$2M in assets, 365 participants

Trg Fiduciary Services, LLC's Golden Retirement Plan reported $2M in total assets and 365 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,999 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 Golden Retirement Plan at $2M / 365 participants.

#1,999
in Finance & Insurance (9,261 peers)
$1M
reported net income

Golden Retirement Plan among the smaller filed plans by assets

Golden Retirement Plan vs every filed plan by assets

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

$1,777,404 32nd percentile higher than 32% 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

Golden Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Golden Retirement Plan sits mid-pack in the medium band (365 participants).

DOL schedule card

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

Golden Retirement Plan · $2M · 365 · 32nd

  • EIN $2M
  • RANK 365
  • PHOTO 32nd
  • IND 401(k)
  • EOY near Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan
  • 5500 ind #1999

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 →

Golden Retirement Plan in the asset neighbourhood

Golden Retirement Plan$2MRosen & Glaser Cpas , PC 401(k) Profit Sharing PlanRosen & Glaser Cpas , PC 401…$2MMatlab, Inc and Subsidiaries 401(k) Profit Sharing PlanMatlab, Inc and Subsidiaries…$2MRivco Inc. 401(k) Plan$2MAllergy Asthma & Immunology as 401(k) Profit Sharing Plan & TrustAllergy Asthma & Immunology …$2M
End-of-year total assets ($M) among Golden Retirement 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$1M
Employer EIN823095168
Plan Effective Date2021-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Golden Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Golden Retirement Plan, Total assets ($B): 0.001777404 · Participants: 365Golden Retirement 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
Golden Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Golden Retirement Plan side-by-side with 3 peers →

Golden Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan in NY ($2M); by covered participants it is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 participants); asset peers above are excluded.

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 Golden Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan in NY ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Golden Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Your Part-Time Controller, LLC 401(k) Profit Sharing Plan in PA (365 participants, $25M in assets).

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.