How big is Trinity Wealth Management, LLC's plan?

Trinity Wealth Management, LLC's plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20250612143549NAL0016742257001

Trinity Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Trinity Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Trinity Wealth Management, LLC's Trinity Wealth Management, LLC 401(k) Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Trinity Wealth Management, LLC's EIN is 74-3231526.

EIN 74-3231526

Plan number 001

Plan year 2024

ACK ID 20250612143549NAL0016742257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH MANAGEMENT, 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