How big is Trinity Asset Management's plan?

Trinity Asset Management's plan reported $650K in assets and 2 participants for 2024.

Original filing (PDF)20250726144615NAL0003697203001

Trinity Asset Management

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

Form 5500-SF

FILING_RECEIVED

Trinity Asset Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Trinity Asset Management's Trinity Asset Management 401(k) Profit Sharing Plan & Trust held $650K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

People on this filing

Nishan O Partamian signed Trinity Asset Management's 2024 Form 5500 as plan administrator.

Nishan O Partamian — 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 Asset Management's EIN is 20-0286745.

EIN 20-0286745

Plan number 001

Plan year 2024

ACK ID 20250726144615NAL0003697203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Asset Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ASSET MANAGEMENT.

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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