Plans listing this provider
29
0.05% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › Trinity Pension Consultants
Trinity Pension Consultants
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $217,106
Assets of those plans
$581,711,343
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
$217,106
93% 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 | 23 |
| 17 | Consulting (pension) | 3 |
| 49 | Other services | 3 |
| 11 | Actuarial | 3 |
| 50 | Direct payment from the plan | 2 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The National Bank of Indianapolis Corporation 401(k) Savings Plan | National Bank of Indianapolis | $94,868,569 | 357 | $7,100 |
| Central Ohio Hospitalists, Inc. 401(k) Plan | Central Ohio Hospitalists Inc. DBA Medone Hospital Physicians | $73,514,517 | 271 | $988 |
| Lyden Oil Company 401(k) Plan | Lyden Oil | $36,609,577 | 386 | $110 |
| Pathways, Inc. 401(k) Profit Sharing Plan | Pathways | $28,722,977 | 641 | $37,378 |
| QSI, Inc. 401(k) Profit Sharing Plan | QSI | $27,960,494 | 664 | $22,947 |
| Post Glover Resistors Inc. 401(k) Retirement Plan | Post Glover Resistors | $26,301,532 | 220 | $4,955 |
| Trans-tech Energy, LLC 401(k) Plan | Trans-tech Energy | $26,159,157 | 411 | $10,171 |
| Clarity Innovations Retirement Plan | Clarity Innovations | $25,628,248 | 399 | $2,970 |
| Fred Martin Motor Company 401(k) Profit Sharing Plan & Trust | Fred Martin Motor | $22,660,531 | 292 | $180 |
| Community Bancshares, Inc. 401(k) Savings Plan & T | Community Bancshares | $22,017,463 | 230 | $2,090 |
| Antares Vision 401(k) Plan | Antares Vision North America | $20,677,800 | 195 | $6,230 |
| Taylor Made 401(k) Profit Sharing Plan | Taylor Made Sales Agency | $17,654,363 | 97 | $0 |
| Lewco, Inc. 401(k) Plan | Lewco | $16,261,476 | 547 | $22,027 |
| Pharmacy Data Management, Inc. 401(k) Profit Sharing Plan | Pharmacy Data Management | $15,402,448 | 172 | $2,610 |
| Coastal Ridge Real Estate Partners 401(k) Plan | Coastal Ridge Management | $14,536,076 | 467 | $13,620 |
| Sky Climber 401(k) Profit Sharing & Trust | Sky Climber | $13,827,700 | 552 | $0 |
| Cuyahoga Valley Christian Academy 401(k) Profit Sharing Plan & Trust | Cuyahoga Valley Christian Academy | $13,720,742 | 180 | $5,689 |
| Hord Personnel Services, Inc. 401(k) PS Plan | Hord Personnel Services | $11,023,682 | 228 | $2,880 |
| WH Midwest, LLC 401(k) Profit Sharing Plan | WH Midwest LLC DBA Wayne Homes | $10,959,319 | 190 | $11,180 |
| Kovatch Castings, Inc. 401(k) Profit Sharing Plan | Kovatch Castings | $10,211,512 | 207 | $8,680 |
| Beau Townsend Ford, Inc. 401(k) Plan | Beau Townsend Ford | $9,178,979 | 106 | $11,813 |
| Skin Cancer and Cosmetic Dermatology 401(k) Plan a | Skin Cancer & Cosmetic Dermatology | $8,476,468 | 277 | $6,120 |
| Continuing Health Care Solutions, Inc. 401(k) Plan | Continuing Health Care Solutions | $7,182,045 | 201 | $5,690 |
| Mansfield Engineered Components, Inc. 401(k) Plan | Mansfield Engineered Components | $6,857,040 | 170 | $8,370 |
| MFS Supply, LLC 401(k) Plan | MFS Supply | $6,112,420 | 178 | $3,369 |
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.