401(k) · DOL Form 5500 · 2022

Trg Fiduciary Services, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
490
Participants Below avg headcount
71st
Percentile by assets National rank
$27,848
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kfg Financial Freedom Fund · Sponsored by Trg Fiduciary Services, LLC · Florida · Finance & Insurance

$14M in assets, 490 participants

Trg Fiduciary Services, LLC's Kfg Financial Freedom Fund reported $14M in total assets and 490 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,112 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 Kfg Financial Freedom Fund at $14M / 490 participants.

#5,112
in Finance & Insurance (9,261 peers)
+36.3%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kfg Financial Freedom Fund's outsized position by total assets

Kfg Financial Freedom Fund vs every filed plan by assets

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

$13,645,368 Top 29% higher than 71% 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

Kfg Financial Freedom Fund 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. Kfg Financial Freedom Fund sits mid-pack in the medium band (490 participants).

Form 5500 schedule snapshot

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

Kfg Financial Freedom Fund · $14M · 490 · 71st

  • 5500 $14M
  • ASSETS 490
  • PCT 71st
  • EIN 401(k)
  • RANK near Schneider Mills Employees' Trust
  • PHOTO ind #5112

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 →

Kfg Financial Freedom Fund in the asset neighbourhood

Kfg Financial Freedom Fund$14MSchneider Mills Employees' TrustSchneider Mills Employees' T…$14MHilltop Basic Resources, Inc. 401(k) Retirement Savings PlanHilltop Basic Resources, Inc…$14MNational Commission on Certification of Physician Assistants, Inc. 401(k) PlanNational Commission on Certi…$14MSecuronix, Inc. 401(k) Profit Sharing PlanSecuronix, Inc. 401(k) Profi…$14M
End-of-year total assets ($M) among Kfg Financial Freedom Fund 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)$10M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN823095168
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Kfg Financial Freedom Fund vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Kfg Financial Freedom Fund, Total assets ($B): 0.013645368 · Participants: 490Kfg Financial Freedom FundL3harris 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
Kfg Financial Freedom Fund vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kfg Financial Freedom Fund side-by-side with 3 peers →

Kfg Financial Freedom Fund's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Schneider Mills Employees' Trust in NC ($14M); by covered participants it is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (490 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 did Kfg Financial Freedom Fund assets move in 2022? ▼
Kfg Financial Freedom Fund surged - up 36.3% during 2022, from $10M to $14M. Reported net income was -$1M.
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 Kfg Financial Freedom Fund? ▼
Among 401(k) plans in other states, the closest by assets is Schneider Mills Employees' Trust in NC ($14M, 316 participants).
Which 401(k) plans cover a similar participant headcount to Kfg Financial Freedom Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Levi Ray & Shoup 401(k) Matching Contribution Plan in IL (490 participants, $127M 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.