# Trinity Parnters, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trinity-partners-llc-401k-plan-001-4890

> Trinity Parnters, LLC's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trinity Parnters, LLC

- **Sponsor EIN:** 562064890

- **Sponsor Address:** 650 SOUTH TRYON STREET, CHARLOTTE, NC, 28202

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $14.6M

## 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|213|$14.6M|$467,610|$914,415|

| 2023|165|$14.1M|$497,328|$808,190|

| 2022|141|$12.9M|$458,483|$917,678|

## 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|

| MCCANNON ROGERS DRISCOLL & ASSO|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|$74,291|$74,291|—|—|—|

| 2023|$64,032|$41,902|—|—|—|

| 2022|$69,495|—|$69,495|—|—|

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