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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

TRINITY FINANCIAL ADVISORS, LLC 401(k) Plan

What public Form 5500 filings show about the TRINITY FINANCIAL ADVISORS, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$2.4M
Participants
7
Plans on file
1

The TRINITY FINANCIAL ADVISORS, LLC 401(k) on its latest Form 5500

TRINITY FINANCIAL ADVISORS, LLC (EIN 41-2190819) reports TRINITY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.4M in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full TRINITY FINANCIAL ADVISORS, LLC filing — schedules, fees, and providers.

Who runs the TRINITY FINANCIAL ADVISORS, LLC 401(k)?

TRINITY FINANCIAL ADVISORS, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TRINITY FINANCIAL ADVISORS, LLCHR for the recordkeeper’s name and login.

How to check your TRINITY FINANCIAL ADVISORS, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask TRINITY FINANCIAL ADVISORS, LLC HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: TRINITY FINANCIAL ADVISORS, LLC — all Form 5500 filings (EIN 41-2190819) · Ohio employer EIN lookup · Form 5500 search
TRINITY FINANCIAL ADVISORS, LLC 401(k) Plan — Form 5500