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TRINITY FINANCIAL STRATEGIES, INC. 401(K) PLAN

EIN 38-4209877-financial services-Latest filing 2025
Plans
1
Retirement
1
$571K assets
Welfare
0
Participants
5
305 MADISON AVE - MORRISTOWN, NJ 07960973-867-1355trinityfinancialstrategies.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$571K - 5 part

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Retirement#001

TRINITY FINANCIAL STRATEGIES, INC. 401(K) PLAN

401k

Assets$571K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY FINANCIAL STRATEGIES, INC. 401(K) PLAN401k$571K52025
Retirement plans
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