Trinity Financial Advisors, LLC (EIN 41-2190819) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $2.8M in plan assets and 18 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Trinity Financial Advisors, LLC 401(k) Profit Sharing Plan | 001 | 7 | $2.4M |
| Trinity Financial Advisors, LLC Defined Benefit Plan | 002 | 6 | $402K |
| Trinity Financial Advisors SOCA Benefit Plan | 501 | 5 | $6K |
41-2190819 is the Employer Identification Number (EIN) Trinity Financial Advisors, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Ohio EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
