Assets by plan
Share of aggregate retirement assets
Filings through .
Trinity Group, LLC
EIN 87-2724146Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
0
Participants
59
2126 VISTA AVE - ARNEGARD, ND 55835701-586-3300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 59 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PROVIDENCE 401(K) PROFIT SHARING PLAN
401(k)
Assets$751K
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PROVIDENCE CASH BALANCE PLAN
Cash balance
Assets$399K
Participants24
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PROVIDENCE 401(K) PROFIT SHARING PLAN | 401(k) | $751K | 35 | 2025 |
| #002 | PROVIDENCE CASH BALANCE PLAN | Cash balance | $399K | 24 | 2025 |
- #001 · 401(k) · 202535
- #002 · Cash balance · 202524
Retirement plans