Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRINITY PENSION CONSULTANTS, INC.
EIN 20-4548831financial servicesLatest filing 2025
Plans
3
Retirement
3
$9.6M assets
Welfare
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 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TRINITY PENSION CONSULTANTS, INC. RETIREMENT SAVINGS PLAN
401k
Assets$8.4M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRINITY PENSION CONSULTANTS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$15K
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRINITY PENSION CONSULTANTS, INC. RETIREMENT SAVINGS PLAN | 401k | $8.4M | 72 | 2025 | |
| 003 | TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 48 | 2025 | |
| 002 | TRINITY PENSION CONSULTANTS, INC. PROFIT SHARING PLAN | ProfitSharing | $15K | 72 | 2025 |
Retirement plans