Plan Snapshot
- Plan Sponsor: Trg Fiduciary Services, LLC
- Sponsor EIN: 823095168
- Sponsor Address: 8470 ENTERPRISE CIR STE 110, LAKEWOOD RANCH, FL, 34202
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $180,866
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 9 | $180,866 | $83,701 | $85,179 |