How big is Trinity Medical Associates, LLC's plan?

Trinity Medical Associates, LLC's plan reported $1.2M in assets and 15 participants for 2024.

Original filing (PDF)20250707204633NAL0004095937001

Trinity Medical Associates, LLC

Name: Trinity Medical Associates, LLC — Trinity Medical, Form 5500 (2024)
Creator: Trinity Medical Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Medical Associates LLC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Trinity Medical Associates, LLC's Trinity Medical Associates LLC 401 K Profit Sharing Plan Trust held $1.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Julia Vasta signed Trinity Medical Associates, LLC's 2024 Form 5500 as plan administrator.

Julia Vasta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trinity Medical Associates, LLC's EIN is 03-0499662.

EIN 03-0499662

Plan number 001

Plan year 2024

ACK ID 20250707204633NAL0004095937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity Medical Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Medical Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY MEDICAL ASSOCIATES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

TRINITY MEDICAL ASSOCIATES, LLC

EIN

all filings

Address

3633 LITTLE ROAD · NEW PORT RICHEY, FL · 34655

Phone

(727) 271-0887

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator