TRINITY 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

340

Total plan assets

$31.3M

Filings (rows)

Direct comp

$59K

Indirect comp

Aggregating 2 name variants under "TRINITY WEALTH"

TRINITY WEALTH MANAGEMENT2 TRINITY WEALTH ADVISORS1

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
PRELUDE THERAPEUTICS, INC PRELUDE THERAPEUTICS RETIREMENT PLAN	WILMINGTON, DE	Advisor / Consultant INVESTMENT ADVISOR	131	$17.4M	$34K
PRELUDE THERAPEUTICS, INC PRELUDE THERAPEUTICS RETIREMENT PLAN	WILMINGTON, DE	Advisor / Consultant INVESTMENT ADVISOR	130	$12.2M	$18K
STANGE LAW FIRM PC