How big is Old Trinity Partners' plan?

Old Trinity Partners' plan reported $682K in assets and 48 participants for 2025.

Original filing (PDF)20260427115412NAL0018722002001

Old Trinity Partners

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

Form 5500-SF

FILING_RECEIVED

Old Trinity Partners, LLC 401(k) Plan

401(k) retirement plan · Old Trinity Partners' Old Trinity Partners, LLC 401(k) Plan held $682K in plan assets for 48 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

People on this filing

Blake Costello signed Old Trinity Partners' 2025 Form 5500 as plan administrator.

Blake Costello — 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

Old Trinity Partners' EIN is 27-4028784.

EIN 27-4028784

Plan number 001

Plan year 2025

ACK ID 20260427115412NAL0018722002001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Old Trinity Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off