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Original filing (PDF)20251013135315NAL0003078434001
TRINITY BUSINESS GROUP, LLC
Form 5500
FILING_RECEIVED
TRINITY BUSINESS GROUP, LLC 401(K) PLAN
401(k) retirement plan
Active participants
86
Accounts w/ balance
144
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY BUSINESS GROUP, LLC.
Plan sponsor
Name
TRINITY BUSINESS GROUP, LLC
EIN
27-4373635
Address
5800 ONE PERKINS PLACE, SUITE 6-A · BATON ROUGE, LA · 70808
Phone
(225) 766-1443
Industry
Constructionsee 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
2025-10-13
Pension benefit codes
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2E · Profit-sharing
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KELLY PARTNERS ATTEST SERVICES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPA/TPA | — | BATON ROUGE, LA | INVESTMENT ADVISORY | $434 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1396122 | KENNER, LA | TPA | $500 | — |
Investments
22 direct securities· $1.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2020 A | — | — | — | $349K | 19.8% | |
| Fidelity Advisor Freedom 2045 A | — | — | — | $288K | 16.3% | |
| Fidelity Advisor Freedom 2030 A | — | — | — | $238K | 13.5% | |
| Fidelity Advisor Freedom 2050 A | — | — | — | $230K | 13.0% | |
| Fidelity Advisor Freedom 2040 A | — | — | — | $137K | 7.8% | |
| Fidelity Advisor Freedom 2035 A | — | — | — | $118K | 6.7% | |
| Fidelity Advisor Freedom 2055 A | — | — | — | $110K | 6.2% | |
| American Funds Growth Fund of America R6 | — | — | — | $78K | 4.4% | |
| Fidelity Advisor Freedom 2025 A | — | — | — | $49K | 2.7% | |
| Fidelity Advisor Freedom 2060 A | — | — | — | $35K | 2.0% | |
| Fidelity MidCap II I | — | — | — | $28K | 1.6% | |
| American Funds Intermediate Bond Fund of America R6 | — | — | — | $24K | 1.4% | |
| Nationwide Government Money Market R6 | — | — | — | $17K | 1.0% | |
| American Funds Cap World Growth & Income R6 | — | — | — | $11K | 0.6% | |
| Fidelity Advisor Freedom 2065 A | — | — | — | $11K | 0.6% | |
| Invesco Quality Income Fund A | — | — | — | $7K | 0.4% | |
| Fidelity Real Estate I | — | — | — | $6K | 0.4% | |
| Fidelity SmallCap A | — | — | — | $5K | 0.3% | |
| Invesco Global Strategic Income Fund A ** 793 Invesco Gold & Special Minerals Fund A | — | — | — | $5K | 0.3% | |
| American Funds EuroPacific Gr R6 | — | — | — | $3K | 0.2% | |
| Fidelity Advisor Freedom A | — | — | — | $2K | 0.1% | |
| Fidelity Advisor Freedom 2010 A | — | — | — | $2K | 0.1% |
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