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

Active participants

342

Total plan assets

$51.2M

Filings (rows)

Direct comp

$144K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
FEE, Smith & Sharp, LLP FEE, Smith & Sharp, LLP 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	113	$19.1M	$48K	$0
FEE, Smith & Sharp, LLP FEE, Smith & Sharp, LLP 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	110	$16.7M	$48K	$0
FEE, Smith & Sharp, LLP FEE, Smith & Sharp, LLP 401(k) Plan · all filings	DALLAS, TX	Advisor / Consultant	119	$15.5M	$48K	$0