Plan Snapshot
- Plan Sponsor: Trinity Partners, LLC
- Sponsor EIN: 300284706
- Sponsor Address: 230 THIRD AVENUE PROSPECT PLACE, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 654
- Total Assets: $79.7M
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 | 654 | $79.7M | $2.2M | $8.5M |
| 2023 | 678 | $63.9M | $2.1M | $8.2M |
| 2022 | 721 | $47.7M | $2.0M | $7.2M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $106,944 | $25,000 | — | — | — |
| 2023 | $54,251 | — | $54,251 | — | — |
| 2022 | $14,215 | — | $14,215 | — | — |