TRINITY POINT WEALTH

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

436

Total plan assets

$55.5M

Filings (rows)

Direct comp

$61K

Indirect comp

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
NORTHERN MEDICAL GROUP, PLLC NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN	BREWSTER, NY	Other INVESTMENT/FINANCIAL ADVI	164	$19.7M	$20K
NORTHERN MEDICAL GROUP, PLLC NORTHERN MEDICAL GROUP, PLLC RETIREMENT SAVINGS PLAN	BREWSTER, NY	Other INVESTMENT/FINANCIAL ADVI	139	$17.9M	$19K
NORTHERN MEDICAL GROUP, PLLC