Back to filter
Original filing (PDF)20250930075929NAL0016173347001
TRINOVA, INC.
Form 5500
FILING_RECEIVED
TRINOVA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
151
Accounts w/ balance
117
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
How this plan invests
This plan
1 pooled trust
Schedule D
38 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINOVA, INC..
Plan sponsor
Name
TRINOVA, INC.
EIN
63-0517031
Address
4485 LAUGHLIN DRIVE, SOUTH · MOBILE, AL · 36693
Phone
(251) 300-6803
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | — | — | RECORDKEEPER | $5K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $26K | — |
Investments
35 direct securities · 1 pooled fund· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$10.2M
34 holdings
Mutual Funds
$1.2M
1 holding
Common Collective Trust
$333K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $2.0M | 18.0% | |
| s * JP Morgan American Century Equity Income R6 | Mutual Funds | — | — | $1.2M | 11.4% | |
| JP Morgan JPMorgan Investor Conservative Growth R6 | — | — | — | $1.2M | 11.3% | |
| JP Morgan JPMorgan Investor Growth R6 | — | — | — | $970K | 8.9% | |
| JP Morgan JPMorgan Investor Balanced R6 | — | — | — | $916K | 8.4% | |
| JP Morgan Vanguard Equity-Income Adm 891 * JP Morgan Vanguard Mid-Cap Value Index Admiral | — | — | — | $647K | 5.9% | |
| JP Morgan JPMorgan SmartRetirement 2035 R6 | — | — | — | $594K | 5.5% | |
| JP Morgan Janus Henderson Triton N | — | — | — | $494K | 4.5% | |
| JPMorgan Janus Henderson Triton N 0 | — | — | — | $464K | 4.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $333K | 3.1% | |
| Common Collective Trust Fund * JP Morgan JPMCB Stable Asset Income CF | — | — | — | $328K | 3.0% | |
| JP Morgan JPMorgan Mid Cap Growth R6 | — | — | — | $327K | 3.0% | |
| JP Morgan DFA US Small Cap I | — | — | — | $240K | 2.2% | |
| JP Morgan JPMorgan SmartRetirement 2060 R6 | — | — | — | $223K | 2.0% | |
| JP Morgan Vanguard Small Cap Value Index Admiral | — | — | — | $194K | 1.8% | |
| JP Morgan Invesco Oppenheimer Int'l Growth R6 | — | — | — | $164K | 1.5% | |
| JP Morgan JPMorgan SmartRetirement 2025 R6 | — | — | — | $160K | 1.5% | |
| JP Morgan JPMorgan SmartRetirement 2030 R6 | — | — | — | $146K | 1.3% | |
| JP Morgan JPMorgan US Government MMKT Instl | — | — | — | $144K | 1.3% | |
| JP Morgan JPMorgan SmartRetirement 2050 R6 | — | — | — | $117K | 1.1% | |
| JP Morgan JPMorgan SmartRetirement 2055 R6 | — | — | — | $114K | 1.0% | |
| JP Morgan Jhancock Bond R6 | — | — | — | $97K | 0.9% | |
| JPMorgan Participant Loans 0 | — | — | — | $90K | 0.8% | |
| maturing through October 2029 | — | — | — | $90K | 0.8% | |
| JP Morgan Fidelity Select Retailing | — | — | — | $85K | 0.8% | |
| JP Morgan Fidelity Select Insurance Port | — | — | — | $79K | 0.7% | |
| JP Morgan Cohen & Steers Instl Realty Shares | — | — | — | $76K | 0.7% | |
| JP Morgan Fidelity Select Health Care Svcs Port | — | — | — | $69K | 0.6% | |
| JP Morgan JPMorgan Emerging Mkts Eq R6 | — | — | — | $64K | 0.6% | |
| JP Morgan JPMorgan Investor Growth & Income R6 | — | — | — | $37K | 0.3% | |
| JP Morgan JPMorgan SmartRetirement 2040 R6 | — | — | — | $30K | 0.3% | |
| JP Morgan Vanguard Short-Term Infl-Prot Sec IDX Adm | — | — | — | $20K | 0.2% | |
| JP Morgan Vanguard Utilities Index Adm | — | — | — | $17K | 0.2% | |
| JPMorgan BlackRock 40/60 Target Allocat 0 | — | — | — | $9K | <0.1% | |
| JPMorgan Forfeitures 0 | — | — | — | $5K | <0.1% | |
| JP Morgan JPMorgan SmartRetirement 2045 R6 | — | — | — | $5K | <0.1% |
Related plans
Other plans using WORLD INVESTMENT ADVISORS LLC
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIA
$6.0B · 19,919 participants
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERS
SCREEN ACTORS GUILD - PRODUCERS PENSION PLAN
$5.3B · 31,218 participants
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
$3.3B · 24,741 participants
CAESARS ENTERTAINMENT INC.
CAESARS ENTERTAINMENT, INC 401(K) PLAN
$1.9B · 34,759 participants
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTH
SCIONHEALTH 401(K) PLAN
$1.3B · 22,685 participants
AVERITT EXPRESS, INC.
AVERITT EXPRESS, INC. PROFIT SHARING AND 401(K) PLAN
$775.2M · 8,187 participants
Similar-size All Other Professional Services plans
CEDAR PINE MARKETING SERVICES, LLC
CEDAR PINE MARKETING SERVICES, LLC 401(K) PLAN
$10.9M · 21 participants
GLOBAL CONNECTIONS, INC.
GLOBAL CONNECTIONS, INC. 401(K) SAVINGS PLAN
$10.9M · 101 participants
BRADFORD NATIONAL BANK OF GREENVILLE
THE BRADFORD NATIONAL BANK OF GREENVILLE PROFIT SHARING AND 401(K) PLAN
$10.9M · 49 participants
THINK COMPANY, INC.
THINK COMPANY, INC. 401(K) PLAN
$10.9M · 92 participants
SMITH & STEVENSON COMPANY, INC.
SMITH & STEVENSON COMPANY, INC. 401(K) RETIREMENT PLAN
$10.9M · 36 participants
UTIMACO, INC.
UTIMACO, INC. 401(K) PROFIT SHARING PLAN & TRUST
$10.9M · 85 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants