How big is Trinity Medical WNY PC's plan?

Trinity Medical WNY PC's plan reported $23.0M in assets and 527 participants for 2024.

Original filing (PDF)20251013142356NAL0000712899001

Trinity Medical WNY PC

Name: Trinity Medical WNY PC — Trinity Medical WNY 403(b), Form 5500 (2024)
Creator: Trinity Medical WNY PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trinity Medical WNY 403(b) Plan

401(k) retirement plan · Trinity Medical WNY PC's Trinity Medical WNY 403(b) Plan held $23.0M in plan assets for 527 participants in 2024, with Fidelity as recordkeeper.

Active participants

527

Accounts w/ balance

338

Plan assets (EOY)

$23.0M

Net assets (EOY)

$23.0M

People on this filing

Laura Cianflone signed Trinity Medical WNY PC's 2024 Form 5500 as plan administrator.

Laura Cianflone — 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 Medical WNY PC's EIN is 27-2576645.

EIN 27-2576645

Plan number 002

Plan year 2024

ACK ID 20251013142356NAL0000712899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Medical WNY PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

TRINITY MEDICAL WNY PC

EIN

all filings

Address

144 GENESEE STREET, 6TH FLOOR WEST · BUFFALO, NY · 14203

Phone

(716) 706-2596

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

31 direct securities· $23.0M(100% of reported assets)

Mutual Funds

$15.8M

18 holdings

Common Collective Trusts

$5.1M

5 holdings

Other securities

$1.8M

4 holdings

Common Stocks

$205K

3 holdings

Bonds / Notes

$102K

1 holding

					% of plan
Fidelity Investments* Fidelity 500 Index Fund	Common Collective Trusts	—	—	$3.6M	15.5%
Fidelity Investments* Fidelity Freedom 2035 Fund Class K	Mutual Funds	—	—	$3.2M	13.9%
Fidelity Investments* Fidelity Freedom 2030 Fund Class K	Mutual Funds	—	—	$2.3M	10.1%
Fidelity Investments* Fidelity Freedom 2040 Fund Class K	Mutual Funds	—	—	$1.9M	8.3%
Fidelity Investments* Fidelity Freedom 2045 Fund Class K	Mutual Funds	—	—	$1.4M	6.2%
JPMorgan Chase JPMorgan Large Cap Growth Fund Class R6	Other securities	—	—	$1.3M	5.4%
Fidelity Investments* Fidelity Freedom 2055 Fund Class K	Mutual Funds	—	—	$1.2M	5.2%
Fidelity Investments* Fidelity Freedom 2025 Fund Class K	Mutual Funds	—	—	$1.1M	4.6%
Fidelity Investments* Fidelity Freedom 2050 Fund Class K	Mutual Funds	—	—	$1.0M	4.5%
Fidelity Investments* Fidelity Freedom 2060 Fund Class K	Mutual Funds	—	—	$819K	3.6%
Fidelity Investments* Fidelity Balanced K6 Fund	Mutual Funds	—	—	$682K	3.0%
Fidelity Investments* Government Market	Mutual Funds	—	—	$623K	2.7%
Fidelity Investments* Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$520K	2.3%
Fidelity Investments* Fidelity International Index Fund	Common Collective Trusts	—	—	$518K	2.3%
PIMCO Total Return Fund Institutional Class	Mutual Funds	—	—	$505K	2.2%
JPMorgan Chase JPMorgan Equity Income Fund - Class R6	Other securities	—	—	$396K	1.7%
Fidelity Investments* Fidelity International Discovery K6 Fund	Mutual Funds	—	—	$321K	1.4%
Fidelity Investments* Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$316K	1.4%
Fidelity Investments* Fidelity Freedom 2065 Fund Class K	Mutual Funds	—	—	$210K	0.9%
Fidelity Investments* Fidelity Freedom 2020 Fund Class K	Mutual Funds	—	—	$208K	0.9%
Fidelity Investments* BrokerageLink Unit	Mutual Funds	—	—	$190K	0.8%
Fidelity Investments* Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$169K	0.7%
Blackrock Group BlackRock Mid-Cap Growth Equity Portfolio Class K	Common Stocks	—	—	$133K	0.6%
Allspring Global Investments Allspring Special Mid Cap Value Fund - Class R6	Other securities	—	—	$132K	0.6%
Trinity Medical WNY 403(b) Plan* Participant loans with interest rates ranging from 4.25% to 9.50%	Bonds / Notes	—	—	$102K	0.4%
Fidelity Investments* Fidelity Freedom 2015 Fund Class K	Mutual Funds	—	—	$74K	0.3%
Victory Capital Victory Sycamore Small Company Opportunity Fund R6	Common Stocks	—	—	$37K	0.2%
New York Life Insurance Co. NYL Guaranteed Interest Account	Common Stocks	—	—	$35K	0.2%
Fidelity Investments* Fidelity Freedom Income Fund	Mutual Funds	—	—	$29K	0.1%
Principal Global Investors Principal SmallCap Growth Fund I Class R-6	Other securities	—	—	$12K	<0.1%
Fidelity Investments* BrokerageLink Cash	Mutual Funds	—	—	$2K	<0.1%