TRINITY PENSION CONSULTANTS
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served86+7 YoYRank #231 of mapped providers
Assets under administration$20.9B0.0%Market share · rank #622
Fees received$2MMedian $7,214/planSum across Schedule C direct + indirect
Net wins YoY+721 won · 14 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TRINITY PENSION CONSULTANTS plan look like?
Service mix · median fees per plan
Count of plans where TRINITY PENSION CONSULTANTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Contract AdministratorCode 13 | 39 | $9,177 | |
Other services; Other feesCode 49 | 15 | $3,556 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 13 | $7,228 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 8 | $7,823 | |
Investment advisory (plan)Code 27 | 4 | $40,942 | |
Consulting (pension); ActuarialCode 11 | 3 | $2,970 | |
Consulting (pension)Code 17 | 3 | $2,160 | |
Investment advisory (participants)Code 26 | 1 | $1,710 |
Competitor overlap
Percent of TRINITY PENSION CONSULTANTS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TRINITY PENSION CONSULTANTS.
| Sponsor | From | Assets |
|---|---|---|
GREEN BAY PACKERS, INC.WI · 390318570-011 | SNYDER CAPITAL MANAGEMENT | $80M |
CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANSOH · 311702392-001 | EVERHART ADVISORS | $74M |
INDIANAPOLIS COLTS, INC.IN · 362742509-011 | SNYDER CAPITAL MANAGEMENT | $72M |
BALTIMORE RAVENS LIMITEDMD · 522055794-011 | SNYDER CAPITAL MANAGEMENT | $57M |
CHARGERS FOOTBALL COMPANYCA · 952456766-011 | SNYDER CAPITAL MANAGEMENT | $53M |
PITTSBURGH STEELERS, LLCPA · 270778265-011 | SNYDER CAPITAL MANAGEMENT | $38M |
ORTHOUNITED, INC.OH · 341032526-001 | USI CONSULTING GROUP | $34M |
PATHWAYS, INC.KY · 610661987-001 | AMERICAN REALTY ADVISORS | $29M |
ELLIS BADENHAUSEN ORTHOPAEDICS, PSCKY · 610678573-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
CLAMPCO PRODUCTS, INC.OH · 341097609-001 | TAVCO FINANCIAL ADVISORY, INC | $17M |
Plans lost in 2024
Appeared last year under TRINITY PENSION CONSULTANTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | SIXTH CINVEN FUND LP | $10.6B |
BATON ROUGE ORTHOPAEDIC CLINIC, LLCLA · 721460193-001 | ASSETMARK RETIREMENT SERVICES, INC. | $71M |
MEGACORP LOGISTICS, LLCNC · 264398941-001 | ROCKEFELLER FINANCIAL LLC | $23M |
LAUREL LAKE RETIREMENT COMMUNITY, INC.OH · 341481142-001 | LAUREL WEALTH ADVISORS | $5M |
OAK MOTORS INCIN · 351657717-001 | (new plan) | $5M |
GODFREY & WING, LLCOH · 842434670-001 | GLOBAL RETIREMENT PARTNERS LLC | $4M |
CHILDRENS HOME OF NORTHERN KENTUCKY, INC.KY · 237068704-003 | AMERICAN UNITED LIFE INSURANCE CO | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $921,035 | 10y | - |
MULTIPLE EMPLOYERSMD · 521061906-002 | $2.2B | 11,358 | $225,156 | 9y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-001 | $544M | 3,276 | $254,437 | 8y | - |
NATIONAL FOOTBALL LEAGUENY · 131922622-011 | $254M | 2,849 | $17,538 | 8y | 1 |
SAN FRANCISCO FORTY NINERS, LIMITEDCA · 942412031-011 | $102M | 792 | $7,638 | 4y | 1 |
NATIONAL FOOTBALL LEAGUENY · 131922622-012 | $99M | 189 | $7,408 | 4y | - |
THE NATIONAL BANK OF INDIANAPOLIS CORPORATIONIN · 351887991-001 | $95M | 384 | $7,100 | 2y | - |
BUFFALO BILLS, LLCNY · 471762470-011 | $91M | 536 | $7,228 | 5y | 1 |
GREEN BAY PACKERS, INC.WI · 390318570-011 | $80M | 1,565 | $6,293 | 4y | - |
CENTRAL OHIO HOSPITALISTS, INC. DBA MEDONE HOSPITAL PHYSICIANSOH · 311702392-001 | $74M | 282 | $988 | 1y | - |
Flag exposure
77.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (28)
Raw Schedule C names collapsed into TRINITY PENSION CONSULTANTS.
- TRINITY ASSET MANAGEMENT
- TRINITY ASSET MANAGEMENT, , LLP
- TRINITY ASSET MANAGEMENT, LLP
- TRINITY ASSET MANAGEMENT,LLP
- TRINITY CAPITAL MANAGEMENT
- TRINITY CAPITAL MANAGEMENT LLC
- TRINITY CAPITAL MANAGEMENT, LLC
- TRINITY FINANCIAL PARTNERS
- TRINITY PENSION CONSULTANT
- TRINITY PENSION CONSULTANTS
- TRINITY PENSION CONSULTANTS INC
- TRINITY PENSION CONSULTANTS INC.
- TRINITY PENSION CONSULTANTS, INC
- TRINITY PENSION CONSULTANTS, INC.
- TRINITY PENSION SERVICES
- TRINITY PESNION GROUP
- TRINITY PLANNING GROUP
- TRINITY PLANNING GROUP, LLC
- TRINITY PORTFOLIO ADVISORS
- TRINITY PORTFOLIO ADVISORS, LLC
- TRINITY RETIREMENT PLANNING
- TRINITY STREET ASSET MAMAGEMENT LLP
- TRINITY STREET ASSET MANAGEMENT
- TRINITY STREET ASSET MANAGEMENT LLP
- TRINITY STREET ASSET MANAGEMENT LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TRINITY PENSION CONSULTANTS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 4 | 4.65% | 26.94% | -22.29 pp |
| Late contributions | 24 | 27.91% | 1.71% | +26.19 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 4.65% | 1.76% | +2.89 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TRINITY PENSION CONSULTANTS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).