Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRINITY FINANCIAL ADVISORS, LLC
EIN 41-2190819financial servicesLatest filing 2025
Plans
3
Retirement
2
$3.6M assets
Welfare
1
Participants
20
760 COMMUNICATIONS PARKWAY, SUITE 200 - COLUMBUS, OH 43214614-848-7667tfadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 15 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 FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$552K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TRINITY FINANCIAL ADVISORS SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TRINITY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 8 | 2025 | |
| 002 | TRINITY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $552K | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TRINITY FINANCIAL ADVISORS SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans