Back to filter
Original filing (PDF)20251015121205NAL0004807937001
TRINITY VILLAGE, INC.
Form 5500
FILING_RECEIVED
TRINITY VILLAGE INC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
~95 bps in Sched C feesNo recordkeeper disclosed
Active participants
174
Accounts w/ balance
143
Plan assets (EOY)
$611K
Net assets (EOY)
$611K
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (95 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY VILLAGE, INC..
Plan sponsor
Name
TRINITY VILLAGE, INC.
EIN
23-7378872
Address
6400 TRINITY DRIVE · PINE BLUFF, AR · 71603
Phone
(870) 879-3113
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
TRINITY VILLAGE, INC.
EIN
23-7378872
City
PINE BLUFF, AR
Phone
(870) 879-3113
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIMMONS BANK | — | PINE BLUFF, AR | TRUSTEE/TPA | $6K | — |
Investments
24 direct securities· $1.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guggenheim Total Return Bond Value of Interest in Registered Investment Fund Institutional Class Companies | — | — | $108K | $104K | 17.1% | |
| JP Morgan Large Cap Growth Value of Interest in Registered Investment Select Class I Companies | — | — | $88K | $93K | 15.3% | |
| Neuberger Berman Large Cap Value of Interest in Registered Investment Value Inst Companies | — | — | $86K | $88K | 14.4% | |
| Vanguard Growth Index Value of Interest in Registered Investment Admiral Class Companies | — | — | $53K | $80K | 13.0% | |
| Guggenheim Total Return Bond Value of Interest in Registered Investment Fund Institutional Class Companies | — | — | $76K | $73K | 12.0% | |
| Federated Hermes Total Return Value of Interest in Registered Investment Bond Fund Companies | — | — | $76K | $73K | 12.0% | |
| Federated Hermes Total Return Value of Interest in Registered Investment Bond Fund Companies | — | — | $74K | $69K | 11.4% | |
| Vanguard Value Index Value of Interest in Registered Investment Admiral Class Companies | — | — | $65K | $69K | 11.2% | |
| Fidelity Investments Money Value of Interest in Registered Investment Market Treasury Only Fund Companies | — | — | $60K | $60K | 9.8% | |
| Pimco Foreign Bond Value of Interest in Registered Investment (USD-Hedged) I Companies | — | — | $38K | $38K | 6.2% | |
| Federated Hermes Institutional Value of Interest in Registered Investment High Yield Bond Fund Companies | — | — | $38K | $37K | 6.1% | |
| Fidelity Mid-Cap Stock Value of Interest in Registered Investment Companies | — | — | $22K | $24K | 4.0% | |
| Columbia Overseas Value of Interest in Registered Investment Institutional 3 Class Companies | — | — | $20K | $22K | 3.6% | |
| Federated Adviser Series Value of Interest in Registered Investment Hermes International Growth Companies | — | — | $20K | $21K | 3.5% | |
| Federated Hermes Institutional Value of Interest in Registered Investment High Yield Bond Fund Companies | — | — | $22K | $21K | 3.4% | |
| Fuller & Thaler Behavioral Small Value of Interest in Registered Investment Cap Equity Institutional Companies | — | — | $16K | $20K | 3.3% | |
| Federated Adviser Series Value of Interest in Registered Investment Hermes International Growth Companies | — | — | $17K | $19K | 3.2% | |
| Columbia Overseas Value of Interest in Registered Investment Institutional 3 Class Companies | — | — | $18K | $19K | 3.2% | |
| Fuller & Thaler Behavioral Small Value of Interest in Registered Investment Cap Equity Institutional Companies | — | — | $14K | $18K | 2.9% | |
| Fidelity Investments Money Value of Interest in Registered Investment Market Treasury Only Fund Companies | — | — | $17K | $17K | 2.7% | |
| Baron Emerging Markets Value of Interest in Registered Investment Institutional Fund Companies | — | — | $16K | $16K | 2.6% | |
| Pimco Foreign Bond Value of Interest in Registered Investment (USD-Hedged) I Companies | — | — | $15K | $15K | 2.5% | |
| Baron Emerging Markets Value of Interest in Registered Investment Institutional Fund Companies | — | — | $14K | $14K | 2.3% | |
| Fidelity Mid-Cap Stock Value of Interest in Registered Investment Companies | — | — | $13K | $14K | 2.3% |
Related plans
Other plans using SIMMONS BANK
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEES
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST.
$1.2B · 3,672 participants
BOARD OF TRUSTEES OF GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE F
GREATER ST. LOUIS CONSTRUCTION LABORERS WELFARE FU
$105.2M · 3,835 participants
UNITED CEREBRAL PALSY OF CENTRAL ARKANSAS, INC.
UNITED CEREBRAL PALSY RETIREMENT PLAN AND TRUST
$6.0M · 402 participants
Similar-size Health Care & Social Assistance plans
NORTHERN REGIONAL CENTER FOR INDEPENDENT LIVING
NORTHERN REGIONAL CENTER FOR INDEPENDENT LIVING 403 (B)
$610K · 58 participants
ROBSAG, INC.
ROBSAG, INC. 401(K) PLAN
$612K · 140 participants
FOCUS ON RESIDENTIAL SERVICES
FOCUS ON RESIDENTIAL SERVICES 401(K) PLAN
$609K · 39 participants
UNIVERSAL COMMUNITY HOMES
UNIVERSAL COMMUNITY HOMES 403(B) RETIREMENT PLAN
$612K · 16 participants
DAWN-RA CORPORATION D.B.A ORANGE HEALTH CARE CENTER
ORANGE HEALTH CARE CENTER 401(K) PROFIT SHARING PLAN
$612K · 29 participants
KAATERSKIL OPERATING, LLC
GREENE MEADOWS NURSING AND REHAB 401(K) PS PLAN
$609K · 64 participants
Large plans in Arkansas
WALMART INC.
WALMART 401(K) PLAN
$50.8B · 1,670,732 participants
TYSON FOODS, INC.
TYSON FOODS, INC. RETIREMENT SAVINGS PLAN
$3.7B · 118,435 participants
DILLARD'S, INC.
DILLARD'S, INC. INVESTMENT & EMPLOYEE STOCK OWNERSHIP PLAN
$3.0B · 26,070 participants
J.B. HUNT TRANSPORT SERVICES, INC.
J.B. HUNT TRANSPORT SERVICES, INC. EMPLOYEE RETIREMENT PLAN
$1.4B · 34,171 participants
WINDSTREAM SERVICES LLC
WINDSTREAM 401(K) PLAN
$1.3B · 8,623 participants
BAPTIST HEALTH
BAPTIST HEALTH RETIREMENT SAVINGS PLAN MASTER TRUST
$972.6M