401k Record

Providers › Trinity Pension Consultants

Trinity Pension Consultants

Plans listing this provider

37

0.07% of the 56,420 plans with Schedule H financials; 31 in 2023

Assets of those plans

$530,260,412

0.01% of all Schedule H plan assets

Plans where it is the recordkeeper

9

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$294,690

76% 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 codeMeaningPlans
13Contract administrator13
49Other services13
37Participant loan processing9
64Recordkeeping fees9
15Recordkeeping and information management8
99Other fees7
26Investment advisory (participants)2
17Consulting (pension)2

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
The Home City Ice Company Profit Sharing PlanrecordkeeperHome City Ice $58,700,765609$7,200
Ohio Gratings, Inc. 401(k) Profit Sharing PlanOhio Gratings $56,361,9081,028$34,380
Family Allergy & Asthma Safe Harbor 401(k) PlanFamily Allergy MSO $37,244,098395$0
Orthounited, Inc. 401(k) Profit Sharing PlanOrthounited $33,615,785343$18,904
Ellis Badenhausen Orthopaedics, PSC 401(k) Profit Sharing PlanEllis Badenhausen Orthopaedics $27,136,407227$2,813
Community Health Care, Inc. 401(k) Profit Sharing PlanCommunity Health Care $25,158,340254$6,993
Northwoods Consulting Partners, Inc. 401(k) PlanNorthwoods Consulting Partners Inc . $20,676,260155$15,090
Telhio Credit Union, Inc. Retirement Savings PlanTelhio Credit Union. $19,548,390295$0
Reliable Medical Supply, LLC 401(k) Profit Sharing PlanrecordkeeperReliable Medical Supply $17,703,708399$22,358
Clampco Products, Inc. 401(k) Profit Sharing PlanClampco Products $17,240,536179$540
The Adcom Group, Inc 401(k) PlanAdcom Group $14,688,990153$0
Wayside Furniture Inc. 401(k) PlanWayside Furniture $14,412,556146$250
Jackson Tube Service, Inc. 401(k) PlanJackson Tube Service $13,425,958146$0
Budget Dumpster 401(k) PlanBudget Dumpster $12,426,494248$17,360
Cedarwood Construction Company, Inc. Capital Accumulation PlanrecordkeeperCedarwood Construction $11,916,084102$2,260
Buckeye Automotive Family 401(k) Retirement PlanBuckeye Honda $11,603,296236$0
MJO Industries 401(k) PlanrecordkeeperMJO Industries $11,439,345104$3,944
Ruscilli Construction Co. LLC 401(k) Profit Sharing PlanRuscilli Construction $10,873,536188$1,710
HMF 401(k) Retirement PlanHickey Metal Fabrication & Roofing $10,775,499165$2,360
Wendy's Employee Investment PlanrecordkeeperWendys of Bowling Green $9,524,3021,166$58,065
Winking Lizard Tavern, Inc. 401(k) Profit Sharing Plan & TrustWinking Lizard Tavern $9,178,660668$15,811
KE Gutridge, LLC 401(k) PlanrecordkeeperKE Gutridge $8,580,687157$2,773
403(b) Thrift Plan of Maryhurst, Inc.Maryhurst $7,927,669505$0
Roger Bettis Trucking, Inc. 401(k) PlanRoger Bettis Trucking $7,902,516105$9,365
United Labor Agency 401(k) Profit Sharing PlanUnited Labor Agency $7,118,495119$0

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.