How big is Trinity Financial, Inc.'s plan?

Trinity Financial, Inc.'s plan reported $15.7M in assets and 27 participants for 2024.

Original filing (PDF)20250924132623NAL0017183282001

Trinity Financial, Inc.

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

Form 5500-SF

FILING_RECEIVED

Trinity Financial, Inc. 401(k) Plan

401(k) retirement plan · Trinity Financial, Inc.'s Trinity Financial, Inc. 401(k) Plan held $15.7M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

People on this filing

Rebecca Hemenway signed Trinity Financial, Inc.'s 2024 Form 5500 as plan administrator.

Rebecca Hemenway — 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 Financial, Inc.'s EIN is 04-3075721.

EIN 04-3075721

Plan number 001

Plan year 2024

ACK ID 20250924132623NAL0017183282001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL, INC..

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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