Plan Snapshot
- Plan Sponsor: Trinity Consultants, INC.
- Sponsor EIN: 751685884
- Sponsor Address: 12700 PARK CENTRAL DR, STE. 600, DALLAS, TX, 75251
- Plan Type: 401(k)
- Total Participants: 1,491
- Total Assets: $235.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,491 | $235.7M | $3.2M | $15.4M |
| 2023 | 1,265 | $184.9M | $2.6M | $11.5M |
| 2022 | 927 | $147.7M | $2.0M | $9.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$84,371 | $26,450 | $1,500 | — | — |
| 2023 | -$67,623 | $17,568 | — | — | — |
| 2022 | -$126,198 | $16,098 | — | — | — |