How big is Trinity Services Inc.'s plan?

Trinity Services Inc.'s plan reported $20.2M in assets and 863 participants for 2023.

Original filing (PDF)20250414141143NAL0000784339001

Trinity Services Inc.

Name: Trinity Services Inc. — Trinity Services Inc., Form 5500 (2023)
Creator: Trinity Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Trinity Services Inc. Employees Retirement Plan

Defined-contribution retirement plan · Trinity Services Inc.'s Trinity Services Inc. Employees Retirement Plan held $20.2M in plan assets for 863 participants in 2023, with OneAmerica as recordkeeper.

Active participants

863

Accounts w/ balance

849

Plan assets (EOY)

$20.2M

Net assets (EOY)

$20.2M

People on this filing

Robert Taylor signed Trinity Services Inc.'s 2023 Form 5500 as plan administrator.

Robert Taylor — 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

Trinity Services Inc.'s EIN is 36-2194838.

EIN 36-2194838

Plan number 001

Plan year 2023

ACK ID 20250414141143NAL0000784339001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trinity Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trinity Services Inc.'s plan includes profit-sharing, 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 TRINITY SERVICES INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

TRINITY SERVICES INC.

EIN

all filings

Address

301 VETERANS PKWY · NEW LENOX, IL · 60451

Phone

(815) 320-7190

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CRAY KAISER LTD.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$7K	—

Investments

40 direct securities · 1 pooled fund· $33.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$16.3M

1 holding

Mutual Funds

$15.7M

27 holdings

Stable Value

$1.1M

1 holding

Other securities

$511K

8 holdings

Common Collective Trusts

$79K

3 holdings

Common Stocks

$12K

1 holding

					% of plan
AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$16.3M	80.5%
TIAA-CREF Lifecycle Index 2050	Mutual Funds	—	—	$3.4M	16.7%
TIAA-CREF Lifecycle Index 2040	Mutual Funds	—	—	$2.4M	12.0%
TIAA-CREF Lifecycle Index 2030	Mutual Funds	—	—	$2.4M	11.8%
Lord Abbett Growth Leaders	Mutual Funds	—	—	$1.6M	7.7%
AUL Stable Value Account	Stable Value	—	—	$1.1M	5.7%
TIAA-CREF Lifecycle Index 2055	Mutual Funds	—	—	$1.0M	5.1%
TIAA-CREF Lifecycle Index 2020	Mutual Funds	—	—	$989K	4.9%
TIAA-CREF Lifecycle Index 2060	Mutual Funds	—	—	$761K	3.8%
TIAA-CREF Lifecycle Index 2035	Mutual Funds	—	—	$715K	3.5%
American Funds American Balanced	Mutual Funds	—	—	$654K	3.2%
TIAA-CREF Lifecycle Index 2045	Mutual Funds	—	—	$361K	1.8%
Federated Hermes International Leaders Instl	Other securities	—	—	$330K	1.6%
Lord Abbett Total Return	Mutual Funds	—	—	$314K	1.6%
Invesco Diversified Div Inv	Mutual Funds	—	—	$283K	1.4%
TIAA-CREF Lifecycle Index 2025	Mutual Funds	—	—	$265K	1.3%
TIAA-CREF Lifecycle Index 2010	Mutual Funds	—	—	$165K	0.8%
Russell US Smallcap Equity	Other securities	—	—	$105K	0.5%
TIAA-CREF Lifecycle Index 2065	Mutual Funds	—	—	$100K	0.5%
Vanguard VIF Small Company Growth	Mutual Funds	—	—	$92K	0.5%
State Street Equity 500 Index	Common Collective Trusts	—	—	$71K	0.3%
TIAA-CREF Lifecycle Index 2015	Mutual Funds	—	—	$67K	0.3%
TIAA-CREF Large Cap Value Index	Mutual Funds	—	—	$42K	0.2%
American Century Midcap Value Inv	Other securities	—	—	$29K	0.1%
Invesco International Bond	Mutual Funds	—	—	$21K	0.1%
TIAA-CREF Large Cap Growth Index	Mutual Funds	—	—	$20K	<0.1%
PGIM High-Yield	Other securities	—	—	$17K	<0.1%
American Funds Europacific Growth	Mutual Funds	—	—	$15K	<0.1%
American Funds New World	Mutual Funds	—	—	$12K	<0.1%
DFA US Targeted Value	Mutual Funds	—	—	$12K	<0.1%
Thornburg Limited Term Inc	Common Stocks	—	—	$12K	<0.1%
Columbia Midcap Index	Other securities	—	—	$11K	<0.1%
TIAA-CREF Mid Cap Growth	Mutual Funds	—	—	$10K	<0.1%
NUVEEN MIDCAP GROWTH R MUTUAL FUND SHARES 0	Mutual Funds	—	—	$10K	<0.1%
COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0	Other securities	—	—	$7K	<0.1%
Columbia Smallcap Index	Other securities	—	—	$7K	<0.1%
Goldman Sachs US Equity Insight Inv	Other securities	—	—	$6K	<0.1%
NUVEEN INTL EQ IDX RETIRE MUTUAL FUND SHARES 0	Common Collective Trusts	—	—	$4K	<0.1%
TIAA-CREF International Equity Index	Common Collective Trusts	—	—	$4K	<0.1%
Invesco Main Street Mid Cap	Mutual Funds	—	—	$4K	<0.1%
Invesco Global Ops	Mutual Funds	—	—	$4K	<0.1%