Plan Ledger DOL Form 5500 · updated monthly

Trinity Management, LLC401(k)

TRINITY MANAGEMENT, LLC 401(K) PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Trinity Management, LLC reported $10,806 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,337 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.18% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (1,944th of 2,726), and 1,142nd of 2,096 in real estate & leasing. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 194 to 256 since 2022.

Plan summary
Net assets, end of year$9,433,428
Participants with balances178
Active participants256
Employer contributions$342,304
Employee contributions$704,641
Employer contribution per active participant$1,337
Average account balance$52,997
Benefits paid to participants$397,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 178 accts · $342K emplr
2023$7.7M · 165 accts · $322K emplr
2022$6.3M · 175 accts · $295K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,806
Total administrative$10,806
The Trinity Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,337
Median for plans this size$1,313
2024$1,337 per active participant
2023$1,400 per active participant
2022$1,519 per active participant

Trinity Management, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,806
DAVINCI CAPITAL MANAGEMENT INCindirect comp

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

Administrative cost history3
2024$10,806 · 0.13%
2023$10,175 · 0.15%
2022$13,567 · 0.18%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Nantucket Island Management MA$12.6M · 0.42%
Churchill Forge, Inc. MA$11.8M · 0.05%
Claremont Companies, LLC MA$11.2M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800768823 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.