Plan Ledger DOL Form 5500 · updated monthly

Trinity Care Providers401(k)

TRINITY CARE PROVIDERS 401K PROFIT SHARING PLAN · SCHAUMBURG, IL · plan year 2024

Plan assets · 2024
$14K

Trinity Care Providers's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $13,636 across 208 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,690th of 3,702), and 11,867th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$13,636
Participants with balances208
Active participants331
Employer contributions—
Employee contributions$14,076
Employer contribution per active participant—
Average account balance$66
Benefits paid to participants$180
Service providers · 20242
ADP BROKER-DEALER · Other servicesindirect comp
NYLIFE SECURITIES LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

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Integrity Hcc Services IL$45K · 3.45%
Care for Soul Inc IL$15K · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453536478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.