Plan Snapshot
- Plan Sponsor: Trinity Accounting Group, P.C.
- Sponsor EIN: 582143152
- Sponsor Address: 1550 TIMOTHY RD, SUITE 203, ATHENS, GA, 30606
- Plan Type: 401(k)
- Total Participants: 23
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 23 | $5.6M | $170,983 | $193,656 |
| 2023 | 23 | $5.4M | $184,997 | $186,706 |
| 2022 | 20 | $4.4M | $143,834 | $134,112 |
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