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Sponsor portfolio

TRINITY GROUP, LLC

EIN 82-2306960-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
86 LACKAWANNA AVE. - WOODLAND PARK, NJ 07424862-684-5906
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 2 part#001401k-$813K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PENSION (#002)62%
  • AND PROFIT-SHARING PLAN (#001)38%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)2
  • AND PROFIT-SHARING PLAN (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRINITY GROUP, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

TRINITY GROUP 401(K) AND PROFIT-SHARING PLAN

401k

Assets$813K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRINITY GROUP, LLC CASH BALANCE PENSION PLANCashBalance$1.3M22025
001TRINITY GROUP 401(K) AND PROFIT-SHARING PLAN401k$813K22025
Retirement plans
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