Trinity Partners, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Trinity Partners, LLC (EIN 300284706)
  • Plan Type: 401(k)
  • Total Participants: 654
  • Total Assets: $79.7M
  • Sponsor State: MA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024654$79.7M$2.2M$8.5M
2023678$63.9M$2.1M$8.2M
2022721$47.7M$2.0M$7.2M

Service Providers

  • RSM US LLP — Accountant / Independent Qualified Public Accountant

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