Department of Labor filing

TRINITY PARTNERS, LLC

TRINITY PARTNERS, LLC 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

47filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,195

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

213

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$387 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 7% of comparable plans

↗Investment performance

Not available

Plan assets changed 3.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202447out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $1,592 · based on 804 comparable plans

Lower reported administrative expense7th percentileTypical peer $147 · based on 831 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, TRINITY PARTNERS, LLC reported $467,610 in employer contributions across the plan and 213 active participants. That works out to $2,195 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 32.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 12.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context47/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $467,610
Participant contributions: $914,415
Other contributions: $367,872
Employer share of reported contributions: 33.8%
Beginning assets: $14,062,349
Ending assets: $14,551,599
Ending net assets: $14,551,599
Ending liabilities: Not reported
Total income: $3,334,615
Total expenses: $2,845,365
Administrative expenses: $74,291
Participant loans: $100,598

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,252

2023

$3,014

2024

$2,195

Plan-paid administrative expenses per participant

2022

$443

2023

$327

2024

$387

Active participants

2022

141

2023

165

2024

213

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,195	213	14.6M	20251015152725NAL0004986897014
2023	$3,014	165	14.1M	20241009103655NAL0009112275001
2022	$3,252	141	12.9M	20231013114824NAL0022596931001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 562064890-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1999
Industry: Real estate
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3B3H

Current plan terms

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Filing ACK_ID20251015152725NAL0004986897014

Data sourceDOL Form 5500 bulk data ↗

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