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Filings through Oct 24, 2026.

Sponsor portfolio

Trinity Investment Advisors

EIN 20-4554635-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
2
136 NORTH CHURCH STREET - WEST CHESTER, PA 19380610-344-9300LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$1.2M - 2 part

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Retirement#001

TRINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.2M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY INVESTMENT ADVISORS 401(K) PROFIT SHARING PLAN401(k)$1.2M22025
Retirement plans
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