Plan Snapshot
- Plan Sponsor: Trinity Management, LLC
- Sponsor EIN: 800768823
- Sponsor Address: 75 FEDERAL STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 256
- Total Assets: $9.4M
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 | 256 | $9.4M | $342,304 | $704,641 |
| 2023 | 230 | $7.7M | $322,035 | $662,636 |
| 2022 | 194 | $6.3M | $294,656 | $588,457 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
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 | $10,806 | — | — | — | — |
| 2023 | $10,175 | — | — | — | — |
| 2022 | $13,567 | — | — | — | — |