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TRINITY FINANCIAL SERVICES LLC

EIN 46-3014569-financial services-Latest filing 2025
Plans
1
Retirement
1
$68K assets
Welfare
0
Participants
4
610 NEWPORT CENTER DR STE 1150 - NEWPORT BEACH, CA 926606478949-521-0440trinityfs.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$68K - 4 part

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Retirement#001

TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$68K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITY FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST401k$68K42025
Retirement plans
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