How big is Trinity OB/GYN, PLLC's plan?

Trinity OB/GYN, PLLC's plan reported $609K in assets and 9 participants for 2024.

Original filing (PDF)20250829093558NAL0006044643001

Trinity OB/GYN, PLLC

Name: Trinity OB/GYN, PLLC — Trinity OB/GYN 401(k) Plan, Form 5500 (2024)
Creator: Trinity OB/GYN, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity OB/GYN 401(k) Plan

401(k) retirement plan · Trinity OB/GYN, PLLC's Trinity OB/GYN 401(k) Plan held $609K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$609K

Net assets (EOY)

$609K

Plan identifiers

Trinity OB/GYN, PLLC's EIN is 82-4034405.

EIN 82-4034405

Plan number 001

Plan year 2024

ACK ID 20250829093558NAL0006044643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity OB/GYN, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity OB/GYN, PLLC'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 OB/GYN, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

TRINITY OB/GYN, PLLC

EIN

all filings

Address

1028 LEE-ANN DRIVE · SUITE 100 · CONCORD, NC · 28025

Phone

(704) 787-6815

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator