Assets by plan
Share of aggregate retirement assets
Filings through .
Trinity Pension Consultants, Inc.
EIN 20-4548831financial servicesLatest filing 2025
Plans
3
Retirement
3
$9.6M assets
Health & Benefits
0
Participants
192
202 MONTROSE WEST AVE., SUITE 310 - COPLEY, OH 44321330-668-3747trinitypension.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.6M assets / 192 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
TRINITY PENSION CONSULTANTS, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$8.4M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants48
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
TRINITY PENSION CONSULTANTS, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$15K
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TRINITY PENSION CONSULTANTS, INC. RETIREMENT SAVINGS PLAN | 401(k) | $8.4M | 72 | 2025 |
| #003 | TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN | Cash balance | $1.1M | 48 | 2025 |
| #002 | TRINITY PENSION CONSULTANTS, INC. PROFIT SHARING PLAN | Profit-sharing | $15K | 72 | 2025 |
- #001 · 401(k) · 202572
- #003 · Cash balance · 202548
- #002 · Profit-sharing · 202572
Retirement plans