TRINITY PORTFOLIO ADVISORS
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
3
Active participants
342
Total plan assets
$51.2M
Filings (rows)
3
Direct comp
$144K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 113 | $19.1M | $48K |
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 110 | $16.7M | $48K |
| FEE, SMITH & SHARP, LLP FEE, SMITH & SHARP, LLP 401(K) PLAN | DALLAS, TX | Advisor / Consultant INVESTMENT ADVISOR | 119 | $15.5M | $48K |