How big is Trinity Home Advisors LLC's plan?

Trinity Home Advisors LLC's plan reported $165K in assets and 16 participants for 2024.

Original filing (PDF)20250718151658NAL0001979841001

Trinity Home Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Trinity Home Advisors LLC 401(k) Plan

401(k) retirement plan · Trinity Home Advisors LLC's Trinity Home Advisors LLC 401(k) Plan held $165K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

People on this filing

Marcus Bowie signed Trinity Home Advisors LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Home Advisors LLC's EIN is 87-4184818.

EIN 87-4184818

Plan number 001

Plan year 2024

ACK ID 20250718151658NAL0001979841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Home Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 HOME 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