How big is Trinity Investment Advisors' plan?

Trinity Investment Advisors' plan reported $1.2M in assets for 2025.

Original filing (PDF)20260326090157NAL0005415441001

Trinity Investment Advisors

Name: Trinity Investment Advisors — Trinity Investment, Form 5500 (2025)
Creator: Trinity Investment Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Investment Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Trinity Investment Advisors' Trinity Investment Advisors 401(k) Profit Sharing Plan reported $1.2M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Trinity Investment Advisors' EIN is 20-4554635.

EIN 20-4554635

Plan number 001

Plan year 2025

ACK ID 20260326090157NAL0005415441001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trinity Investment Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trinity Investment Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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