How big is Trinity Financial Advisors' plan?

Trinity Financial Advisors' plan reported $6K in assets and 5 participants for 2024.

Original filing (PDF)20251126141003NAL0009577058001

Trinity Financial Advisors

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

Form 5500-SF

FILING_RECEIVED

Trinity Financial Advisors SOCA Benefit Plan

Health & welfare plan · Trinity Financial Advisors' Trinity Financial Advisors SOCA Benefit Plan held $6K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

People on this filing

Matt Appenzeller signed Trinity Financial Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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 Advisors' EIN is 41-2190819.

EIN 41-2190819

Plan number 501

Plan year 2024

ACK ID 20251126141003NAL0009577058001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Financial Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score