Trinitypoint 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

1,730

Total plan assets

$82.4M

Filings (rows)

Direct comp

$161K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Garafalo Markets, LLC Garafalo Markets, LLC 401(k) Profit Sharing Plan · all filings	MILFORD, CT	Other service providers	221	$18.0M	$33K	$0
Garafalo Markets, LLC Garafalo Markets, LLC 401(k) Profit Sharing Plan · all filings	MILFORD, CT	Other service providers	217	$16.4M	$29K	$0
Wavestone US Inc. Wavestone US Inc. 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	170	$16.3M	$32K	$0
Garafalo Markets, LLC Garafalo Markets, LLC 401(k) Profit Sharing Plan · all filings	MILFORD, CT	Other service providers	888	$14.4M	$29K	$0
Wavestone US Inc. Wavestone US Inc. 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	124	$10.2M	$20K	$0
Wavestone US Inc. Wavestone US Inc. 401(k) Plan · all filings	NEW YORK, NY	Advisor / Consultant	110	$7.1M	$17K	$0