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

Trinity Financial Advisors, LLC's plan reported $2.4M in assets and 7 participants for 2024.

Original filing (PDF)20250620140834NAL0003953329001

Trinity Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Trinity Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Trinity Financial Advisors, LLC's Trinity Financial Advisors, LLC 401(k) Profit Sharing Plan held $2.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Trinity Financial Advisors, LLC's EIN is 41-2190819.

EIN 41-2190819

Plan number 001

Plan year 2024

ACK ID 20250620140834NAL0003953329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Financial Advisors, 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 ADVISORS, LLC.

Finding similar companies…

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