How big is Trinity Financial Planning, LLC's plan?

Trinity Financial Planning, LLC's plan reported $991K in assets and 3 participants for 2024.

Original filing (PDF)20250731093804NAL0005819985001

Trinity Financial Planning, LLC

Name: Trinity Financial Planning, LLC — Trinity Financial, Form 5500 (2024)
Creator: Trinity Financial Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Financial Planning 401(k) Plan

401(k) retirement plan · Trinity Financial Planning, LLC's Trinity Financial Planning 401(k) Plan held $991K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$991K

Net assets (EOY)

$991K

People on this filing

John Scherer signed Trinity Financial Planning, LLC's 2024 Form 5500 as plan administrator.

John Scherer — 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 Financial Planning, LLC's EIN is 39-1877898.

EIN 39-1877898

Plan number 001

Plan year 2024

ACK ID 20250731093804NAL0005819985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity Financial Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Financial Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score