Plans listing this provider
10
0.02% of the 56,420 plans with Schedule H financials; 5 in 2023
Providers › Trinity Asset Management, LLP
Trinity Asset Management, LLP
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $75,042
Assets of those plans
$906,161,362
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$75,042
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 10 |
| 51 | Investment management fees paid directly by plan | 10 |
| 68 | Soft dollars commissions | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The National Football League Capital Accumulation Plan | National Football League | $254,259,297 | 1,985 | $17,538 |
| The National Football League Capital Accumulation Plan | San Francisco Forty Niners | $102,116,877 | 710 | $7,638 |
| The National Football League Capital Accumulation Plan | National Football League | $99,448,954 | 184 | $7,408 |
| The National Football League Capital Accumulation Plan | Buffalo Bills | $91,082,529 | 494 | $7,228 |
| The National Football League Capital Accumulation Plan | Green Bay Packers | $79,813,909 | 620 | $6,293 |
| The National Football League Capital Accumulation Plan | Indianapolis Colts | $71,864,845 | 445 | $5,260 |
| The National Football League Capital Accumulation Plan | Football Northwest | $59,241,724 | 336 | $6,819 |
| The National Football League Capital Accumulation Plan | Baltimore Ravens | $56,747,204 | 414 | $6,094 |
| The National Football League Capital Accumulation Plan | Chargers Football | $53,365,237 | 579 | $5,323 |
| The National Football League Capital Accumulation Plan | Pittsburgh Steelers | $38,220,786 | 263 | $5,441 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.