Plan Snapshot
- Plan Sponsor: Trinity Industries, INC.
- Sponsor EIN: 750225040
- Sponsor Address: 14221 N. DALLAS PARKWAY, DALLAS, TX, 75254
- Plan Type: 401(k)
- Total Participants: 2,890
- Total Assets: $385.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 2,890 | $385.9M | $11.9M | $19.0M |
| 2023 | 2,644 | $326.7M | $10.1M | $15.8M |
| 2022 | 2,219 | $278.2M | $9.3M | $15.0M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES, L | SERVICE PROVIDER | $257,398 | — | $257,398 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $247,610 | — | $247,610 |
| MARSH USA LLC | OTHER | $139,757 | — | $139,757 |
| CAPTRUST | INVEST ADV | $88,745 | — | $88,745 |
| MCDERMOTT WILL & EMERY | OTHER | $78,569 | — | $78,569 |
| WILLIS TOWERS WATSON US LLC | ACTUARY | $41,133 | — | $41,133 |
| PRINCIPAL CUSTODY SOLUTIONS | TRUSTEE | $26,111 | — | $26,111 |
| MATRIX TRUST COMPANY | OTHER | $7,397 | — | $7,397 |
| HUSELTON, MORGAN AND MAULTSBY | OTHER | $5,500 | — | $5,500 |
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — SERVICE PROVIDER
- MARSH USA LLC — OTHER
- CAPTRUST — INVEST ADV
- WILLIS TOWERS WATSON US LLC — ACTUARY
- PRINCIPAL CUSTODY SOLUTIONS — TRUSTEE
- MATRIX TRUST COMPANY — OTHER
- HUSELTON, MORGAN AND MAULTSBY — OTHER
- ERNST & YOUNG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $892,220
- Estimated Expense Ratio: 0.231% of plan assets
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 | $473,389 | $247,610 | $38,856 | — | — |
| 2023 | $406,206 | $213,907 | $23,550 | — | — |
| 2022 | $408,812 | — | — | — | — |