Trinity Business Group, LLC's EIN is 27-4373635.
Download the official 2024 Form 5500 (PDF) for Trinity Business Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Business Group, LLC's plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PPA/TPA | — | BATON ROUGE, LA | INVESTMENT ADVISORY | $434 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2020 A | Mutual Funds | — | — | $349K | 19.8% | |
| Fidelity Advisor Freedom 2045 A | Mutual Funds | — | — | $288K | 16.3% | |
| Fidelity Advisor Freedom 2030 A | Mutual Funds | — | — | $238K | 13.5% | |
| Fidelity Advisor Freedom 2050 A | Mutual Funds | — | — | $230K | 13.0% | |
| Fidelity Advisor Freedom 2040 A | Mutual Funds | — | — | $137K | 7.8% | |
| Fidelity Advisor Freedom 2035 A | Mutual Funds | — | — | $118K | 6.7% | |
| Fidelity Advisor Freedom 2055 A | Mutual Funds | — | — | $110K | 6.2% | |
| American Funds Growth Fund of America R6 | Mutual Funds | — | — | $78K | 4.4% | |
| Fidelity Advisor Freedom 2025 A | Mutual Funds | — | — | $49K | 2.7% | |
| Fidelity Advisor Freedom 2060 A | Mutual Funds | — | — | $35K | 2.0% | |
| Fidelity MidCap II I | Mutual Funds | — | — | $28K | 1.6% | |
| American Funds Intermediate Bond Fund of America R6 | Mutual Funds | — | — | $24K | 1.4% | |
| Nationwide Government Money Market R6 | Cash / Money Market | — | — | $17K | 1.0% | |
| American Funds Cap World Growth & Income R6 | Mutual Funds | — | — | $11K | 0.6% | |
| Fidelity Advisor Freedom 2065 A | Mutual Funds | — | — | $11K | 0.6% | |
| Invesco Quality Income Fund A | Mutual Funds | — | — | $7K | 0.4% | |
| Fidelity Real Estate I | Mutual Funds | — | — | $6K | 0.4% | |
| Fidelity SmallCap A | Mutual Funds | — | — | $5K | 0.3% | |
| Invesco Global Strategic Income Fund A ** 793 Invesco Gold & Special Minerals Fund A | Mutual Funds | — | — | $5K | 0.3% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $3K | 0.2% | |
| Fidelity Advisor Freedom A | Mutual Funds | — | — | $2K | 0.1% | |
| Fidelity Advisor Freedom 2010 A | Mutual Funds | — | — | $2K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HASLAUER GROUP, INC. | 72-1396122 | KENNER, LA | TPA | $500 | — |
