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"

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TRINITY WEALTH MANAGEMENT2 TRINITY WEALTH ADVISORS1

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Prelude Therapeutics, Inc. Prelude Therapeutics Retirement Plan · all filings	WILMINGTON, DE	Advisor / Consultant	131	$17.4M	$34K	$0
Prelude Therapeutics, Inc. Prelude Therapeutics Retirement Plan · all filings	WILMINGTON, DE	Advisor / Consultant	130	$12.2M	$18K	$0
Stange Law Firm PC Stange Law Firm, PC 401(k) Profit Sharing Plan · all filings	CLAYTON, MO	Advisor / Consultant	79	$1.7M	$7K	$0