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Sponsor portfolio

TRINITY HOLDING GROUP

EIN 83-4307666-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$246K assets
Welfare
0
Participants
7
13405 ESTELLE ST - CORONA, CA 928791877949-533-9811
Plans on this EIN
2 filings
#002401k-$143K - 5 part#001TraditionalDB-$104K - 2 part

Retirement portfolio analytics

2 plans aggregated / $246K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • HOLDING GROUP. 401(K) (#002)58%
  • DEFINED BENEFIT PENSION (#001)42%
Total $246KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDING GROUP. 401(K) (#002)5
  • DEFINED BENEFIT PENSION (#001)2
Total 7Click 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 HOLDING GROUP. 401(K) PLAN

401k

Assets$143K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

TRINITY HOLDING GROUP DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$104K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRINITY HOLDING GROUP. 401(K) PLAN401k$143K52025
001TRINITY HOLDING GROUP DEFINED BENEFIT PENSION PLANTraditionalDB$104K22025
Retirement plans
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