# Trinity Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trinity-management-llc-401k-plan

> Trinity Management, LLC's 401(k) plan: 256 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| DAVINCI CAPITAL MANAGEMENT INC|ADVISOR|—|$19,610|$19,610|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$10,806|—|$10,806|

| COHNREZNICK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,416

- **Estimated Expense Ratio:** 0.322% 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|$10,806|—|—|—|—|

| 2023|$10,175|—|—|—|—|

| 2022|$13,567|—|—|—|—|

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