How big is Trinity Planning Group, LLC's plan?

Trinity Planning Group, LLC's plan reported $1.4M in assets and 13 participants for 2024.

Original filing (PDF)20250627100109NAL0009676737001

Trinity Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Trinity Planning Group Retirement Savings Plan

401(k) retirement plan · Trinity Planning Group, LLC's Trinity Planning Group Retirement Savings Plan held $1.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

PATI Priest signed Trinity Planning Group, LLC's 2024 Form 5500 as plan administrator.

PATI Priest — 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 Planning Group, LLC's EIN is 20-4126407.

EIN 20-4126407

Plan number 001

Plan year 2024

ACK ID 20250627100109NAL0009676737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY PLANNING GROUP, 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