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

Trinity Capital Advisors, LLC's plan reported $2.5M in assets and 13 participants for 2024.

Original filing (PDF)20251001155523NAL0032020466001

Trinity Capital Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Trinity Capital Advisors 401(k) Plan

401(k) retirement plan · Trinity Capital Advisors, LLC's Trinity Capital Advisors 401(k) Plan held $2.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Sandra DUCK signed Trinity Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Sandra DUCK — 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 Capital Advisors, LLC's EIN is 56-2229654.

EIN 56-2229654

Plan number 001

Plan year 2024

ACK ID 20251001155523NAL0032020466001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CAPITAL ADVISORS, 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