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Original filing (PDF)20251002062039NAL0000624914001
TRINITY PARTNERS, LLC
Form 5500
FILING_RECEIVED
TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
654
Accounts w/ balance
794
Plan assets (EOY)
$79.7M
Net assets (EOY)
$79.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY PARTNERS, LLC.
Plan sponsor
Name
TRINITY PARTNERS, LLC
EIN
30-0284706
Address
230 THIRD AVENUE PROSPECT PLACE · WALTHAM, MA · 02451
Phone
(978) 905-8797
Industry
Professional & Technical Servicessee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $25K | — |
Investments
32 direct securities · 1 pooled fund· $79.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$78.9M
32 holdings
Common Collective Trust
$771K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual fund N/A | — | — | — | $17.0M | 21.3% | |
| MFS Lifetime 2055 R6 Mutual fund N/A | — | — | — | $11.9M | 15.0% | |
| MFS Lifetime 2050 R6 Mutual fund N/A | — | — | — | $8.3M | 10.4% | |
| MFS Lifetime 2040 R6 Mutual fund N/A | — | — | — | $6.0M | 7.5% | |
| MFS Lifetime 2045 R6 Mutual fund N/A | — | — | — | $5.5M | 6.9% | |
| AB Large Cap Growth Z Mutual fund N/A | — | — | — | $3.9M | 4.9% | |
| MFS Lifetime 2035 R6 Mutual fund N/A | — | — | — | $3.5M | 4.4% | |
| MFS Lifetime 2030 R6 Mutual fund N/A | — | — | — | $3.0M | 3.8% | |
| Vanguard Extended Market Idx Adm Mutual fund N/A | — | — | — | $2.9M | 3.7% | |
| Vanguard Small Cap Index Fund - Admiral Mutual fund N/A | — | — | — | $2.9M | 3.6% | |
| Fidelity International Index Mutual fund N/A | — | — | — | $1.8M | 2.3% | |
| MFS Lifetime 2025 R6 Mutual fund N/A | — | — | — | $1.7M | 2.1% | |
| MFS Mid Cap Growth R6 Mutual fund N/A | — | — | — | $1.4M | 1.8% | |
| J P Morgan Equity Income R6 Mutual fund N/A | — | — | — | $1.4M | 1.7% | |
| Vanguard Interm-Term Bond Index Adm Mutual fund N/A | — | — | — | $1.3M | 1.7% | |
| American Funds American Balanced R6 Mutual fund N/A | — | — | — | $914K | 1.1% | |
| Fidelity Advisor Worldwide Z Mutual fund N/A | — | — | — | $835K | 1.0% | |
| MFS Lifetime 2060 R6 Mutual fund N/A | — | — | — | $774K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $771K | 1.0% | |
| JHancock International Growth R6 Mutual fund N/A | — | — | — | $485K | 0.6% | |
| MassMutual Small Cp Grth Eqty I Mutual fund N/A | — | — | — | $478K | 0.6% | |
| American Funds New World R6 Mutual fund N/A | — | — | — | $476K | 0.6% | |
| Goldman Sachs Small Cp Val Insghts R6 Mutual fund N/A | — | — | — | $437K | 0.5% | |
| Fidelity Inflation Protected Bond Index Mutual fund N/A | — | — | — | $426K | 0.5% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Mutual fund N/A | — | — | — | $361K | 0.5% | |
| MFS Lifetime 2065 R6 Mutual fund N/A | — | — | — | $263K | 0.3% | |
| Maturing Notes receivable from participants Loans to participants through 2030 3.25% - 9.50% various n/a - | — | — | — | $235K | 0.3% | |
| Fidelity Advisor Total Bond Z Mutual fund N/A | — | — | — | $193K | 0.2% | |
| PGIM High-Yield R6 Mutual fund N/A | — | — | — | $139K | 0.2% | |
| Victory Pioneer Strategic Income R6 Mutual fund N/A | — | — | — | $135K | 0.2% | |
| Fidelity Emerging Markets Index Mutual fund N/A | — | — | — | $119K | 0.1% | |
| Victory Trivalent Int'l Small-Cap R6 Mutual fund N/A | — | — | — | $95K | 0.1% | |
| MFS Lifetime Income R6 Mutual fund N/A | — | — | — | $14K | <0.1% |
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