Plan Snapshot
- Plan Sponsor: Trinity Management, INC.
- Sponsor EIN: 260015608
- Sponsor Address: 111 1ST AVENUE EAST, ONEONTA, AL, 35121
- Plan Type: 401(k)
- Total Participants: 531
- Total Assets: $5.9M
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. |
|---|---|---|---|---|
| 2024 | 531 | $5.9M | $242,080 | $410,184 |
| 2023 | 568 | $5.2M | $245,815 | $411,948 |
| 2022 | 413 | $4.8M | $233,973 | $391,696 |
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 |
|---|---|---|---|---|
| BLACK & PINCKARD, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLACK & PINCKARD, LLC — 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 | $77,947 | $2,828 | $73,394 | — | — |
| 2023 | $45,939 | $2,443 | $40,846 | — | — |
| 2022 | $28,544 | — | $28,544 | — | — |