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TRINITAS WEALTH MANAGEMENT

EIN 84-3286979-financial services-Latest filing 2025
Plans
1
Retirement
1
$953K assets
Welfare
0
Participants
6
125 WALLING RD - BRISTOL, VA 242011844276-285-3333trinitaswealthmanagement.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$953K - 6 part

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Retirement#001

TRINITAS WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$953K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TRINITAS WEALTH MANAGEMENT 401(K) PLAN401k$953K62025
Retirement plans
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