Plan Snapshot
- Plan Sponsor: Trinity Investors LLC Retirement Plan
- Sponsor EIN: 562089261
- Sponsor Address: 464 SCOTTSDALE DR, SALISBURY, NC, 281462386
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $471,890
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2025 | 1 | $471,890 | $0 | $17,567 |
| 2024 | 1 | $456,123 | $0 | -$21,361 |
| 2023 | 1 | $479,284 | $0 | $37,138 |
| 2022 | 1 | $442,146 | $0 | -$35,000 |