Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Trinity Pension Group, LLC
Trinity Pension Group, LLC
- Service provider, as named on Schedule C
- EIN 200235252
- Plan year 2024
- Direct compensation reported $159,388
Assets of those plans
$179,017,837
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$159,388
91% 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 |
|---|---|---|
| 13 | Contract administrator | 8 |
| 15 | Recordkeeping and information management | 3 |
| 49 | Other services | 2 |
| 37 | Participant loan processing | 2 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Megacorp Logistics, LLC 401(k) Plan | Megacorp Logistics | $30,025,422 | 736 | $0 |
| Urology Specialists of the Carolinas, PLLC 401(k) Planrecordkeeper | Urology Specialists of the Carolinas | $29,843,515 | 130 | $8,349 |
| G & W Equipment, Inc. 401(k) Profit Sharing Plan and Trust | G & W Equipment | $25,928,123 | 407 | $28,128 |
| Digestive Health Specialists, P.A. 401(k) Profit Sharing Plan | Digestive Health Specialists | $24,297,627 | 140 | $2,300 |
| Yushiro / Qualichem 401(k) Plan | Yushiro Manufacturing America | $15,370,077 | 148 | $1,100 |
| Shamrock Environmental Corporation Retirement Plan | Shamrock Environmental | $10,299,485 | 405 | $14,863 |
| Coulson Aviation (USA), Inc. 401(k) Plan | Coulson Aviation (USA) | $10,100,875 | 163 | $30,476 |
| Kaufman Trailers 401(k) Plan | Kaufman Trailers | $9,000,646 | 842 | $59,882 |
| Goodwill Industries of Central North Carolina, Inc. 401k Plan | Goodwill Industries of Central North Carolina | $8,969,126 | 235 | $3,949 |
| Crews Auto Group 401(k) Planrecordkeeper | SOC | $8,454,483 | 116 | $3,218 |
| TWE Nonwovens US, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | TWE Nonwovens US | $6,728,458 | 198 | $7,123 |
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.