Filings through .
Trinity Asset Management, LLP
Matched across 10 name variants in the filings
Trinity Asset Management, LLP at a glance
Trinity Asset Management, LLP appears on 15 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $31.0B in assets for 330,416 participants. The median client plan holds $103M. Most client plans are sponsored in NY, CA and NJ. The largest clients by plan assets are Jpmorgan Chase Bank, National Association, Citigroup Inc. and Multiple Employers. Plans reported $2.0M in direct and indirect compensation paid to Trinity Asset Management, LLP, a median of $9K per plan.
- Participants
- 330,416
- Median plan assets
- $103M
- Median plan participants
- 542
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 15 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Jpmorgan Chase Bank, National Association | NJ | $17.2B | 193,210 |
| Citigroup Inc. | CT | $10.0B | 114,287 |
| Multiple Employers | MD | $2.2B | 11,358 |
| National Football League | NY | $544M | 3,276 |
| National Football League | NY | $296M | 2,813 |
| San Francisco Forty Niners, Limited | CA | $125M | 754 |
| National Football League | NY | $113M | 187 |
| Buffalo Bills, LLC | NY | $103M | 489 |
| Green Bay Packers, Inc. | WI | $93.3M | 1,525 |
| Indianapolis Colts, Inc. | IN | $83.7M | 451 |
| Football Northwest, LLC | WA | $70.9M | 529 |
| New York Football Giants, Inc. | NJ | $66.3M | 295 |
| Chargers Football Company | CA | $61.9M | 542 |
| Chicago Bears Football Club, Inc. | IL | $59.2M | 400 |
| Pittsburgh Steelers, LLC | PA | $46.6M | 300 |
Top client states
- NY4 plans
- CA2 plans
- NJ2 plans
- CT1 plan
- IL1 plan
Frequently asked questions
- Who uses Trinity Asset Management, LLP?
- 15 retirement plans list Trinity Asset Management, LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Jpmorgan Chase Bank, National Association, Citigroup Inc., Multiple Employers and National Football League. Most client plans are sponsored in NY, CA and NJ.
- How many plans does Trinity Asset Management, LLP serve?
- Trinity Asset Management, LLP serves 15 retirement plans with $31.0B in plan assets and 330,416 participants, based on the latest Form 5500 filings through 2024.
- What does Trinity Asset Management, LLP charge?
- Plans reported $2.0M in total Schedule C compensation paid to Trinity Asset Management, LLP. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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