Trinity Partners, Llc 401(k) Profit Sharing Plan
Sponsored by Trinity Partners, Llc · EIN 300284706 · Plan #001
- Total assets
- $79.7M
- Net assets
- $79.7M
- Active participants
- 654
- With balances
- 794
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $81,944 |
| Mma Securities Llc | Investment advisory (plan) | $25,000 |