Trinity Services 403(b) match, vesting and fees
What Trinity Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Cray Kaiser Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Trinity Services: employer contribution per participant | $0 | |
| Peer median | $1,803 |
| Trinity Services: average balance | $9,175 | |
| Peer median | $48,934 |
| Trinity Services: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $412K at the end of plan year 2021 to $1.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,285 | $1.4M | $0 | $0 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 1,343 | $968K | $0 | $0 | 0.09% | Not published | 5500-SF ↗ |
| 2022 | 1,216 | $676K | $0 | $0 | 0.26% | Not published | Form 5500 ↗ |
| 2021 | 1,136 | $412K | $0 | $0 | 0.33% | Not published | Form 5500 ↗ |
Other Trinity Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Trinity Services Inc. Employees Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American United Life Insurance Co | Schedule C ↗ |
| Independent auditor | Cray Kaiser Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Trinity Services match 401(k) contributions?
The match terms for the Trinity Services Inc. 403b Plan have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinity Services 401(k) match vested?
The vesting schedule for the Trinity Services Inc. 403b Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinity Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American United Life Insurance Co. The plan administrator is Trinity Services Inc..
I left Trinity Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinity Services Inc., (815) 320-7190) or the recordkeeper, American United Life Insurance Co. The Trinity Services old 401(k) page lists the contacts from every plan filing. Find an old Trinity Services 401(k)
Data from the public Form 5500 annual reports Trinity Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trinity Services. Not financial advice. Report a correction · Methodology