Matthew Shepherd signed Trinity Academy's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Trinity Academy's EIN is 48-1137874.
Download the official 2024 Form 5500 (PDF) for Trinity Academy from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Trinity Academy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRIUNE FINANCIAL PARTNERS LLC | 20-2194904 | — | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.8M | 99.9% | |
| VOYA SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $4.8M | 99.9% |
