Original filing (PDF)20241024122441NAL0002101346001

Trinity Insight, LLC

Name: Trinity Insight, LLC — Trinity Insight 401(k) Plan, Form 5500 (2023)
Creator: Trinity Insight, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Insight 401(k) Plan

401(k) retirement plan · Trinity Insight, LLC's Trinity Insight 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

JEB Works signed Trinity Insight, LLC's 2023 Form 5500 as plan administrator.

JEB Works — 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 Insight, LLC's EIN is 76-0820711.

EIN 76-0820711

Plan number 001

Plan year 2023

ACK ID 20241024122441NAL0002101346001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trinity Insight, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trinity Insight, 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 INSIGHT, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score