Original filing (PDF)20250806181407NAL0006830946001

TRINITY CAPITAL MANAGEMENT LLC

Name: TRINITY CAPITAL MANAGEMENT LLC — TRINITY CAPITAL MANAGEMENT LLC 401)K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: TRINITY CAPITAL MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

TRINITY CAPITAL MANAGEMENT LLC 401)K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

TRINITY CAPITAL MANAGEMENT LLC

EIN

20-5511444

Address

607 DE LA VISTA AVE · SANTA BARBARA, CA · 931032295

Phone

(909) 481-4000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GUIDANT PLANNING, INC.

GUIDANT PLANNING, INC. RETIREMENT PLAN

$1.3M · 2 participants

JACKSON W. PALMER

JACKSON W. PALMER DEFINED BENEFIT PLAN

$1.3M · 1 participants

WARWICK CAPITAL PARTNERS (US) LP

WARWICK CAPITAL PARTNERS (US) LP 401(K) PLAN

$1.3M · 17 participants

VALLIS ADVISORS

VALLIS ADVISORS 401K PLAN

$1.3M · 9 participants

RUTHERFORD ASSET PLANNING, INC

RAP 401K

$1.3M · 2 participants