Original filing (PDF)20250618104236NAL0003330448001

OLD TRINITY PARTNERS, LLC PALM BEACH TAN

Name: OLD TRINITY PARTNERS, LLC PALM BEACH TAN — OLD TRINITY PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: OLD TRINITY PARTNERS, LLC PALM BEACH TAN

Form 5500-SF

FILING_RECEIVED

OLD TRINITY PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$514K

Net assets (EOY)

$514K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD TRINITY PARTNERS, LLC PALM BEACH TAN.

Plan sponsor

Name

OLD TRINITY PARTNERS, LLC PALM BEACH TAN

EIN

27-4028784all filings

Address

5910 NORTH CENTRAL EXPRESSWAY · SUITE 1650 · DALLAS, TX · 75206

Phone

(469) 518-6718

Industry

Finance & Insurancesee all

Plan administrator