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

Other service providers3

Prospecting the plans that use Trinity Point Wealth?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Northern Medical Group, PLLC Northern Medical Group, PLLC Retirement Savings Plan · all filings	BREWSTER, NY	Other service providers	164	$19.7M	$20K	$0
Northern Medical Group, PLLC Northern Medical Group, PLLC Retirement Savings Plan · all filings	BREWSTER, NY	Other service providers	139	$17.9M	$19K	$0
Northern Medical Group, PLLC Northern Medical Group, PLLC Retirement Savings Plan · all filings	BREWSTER, NY	Other service providers	133	$17.8M	$21K	$0