Trinity Village retirement plan: assets, participants and fees
What Trinity Village's retirement plan 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 | Simmons Bank | Schedule C ↗ |
| Independent auditor | Hcj Cpas & Advisors PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Trinity Village: employer contribution per participant | $446 | |
| Peer median | $1,468 |
| Trinity Village: average balance | $4,270 | |
| Peer median | $37,786 |
| Trinity Village: admin expenses ÷ assets | 1.02% | |
| Peer median | 0.39% |
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 $551K at the end of plan year 2021 to $611K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 207 | $611K | $64K | $446 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 152 | $521K | $37K | $323 | 1.05% | Not published | Form 5500 ↗ |
| 2022 | 149 | $511K | $74K | $605 | 1.05% | Not published | Form 5500 ↗ |
| 2021 | 150 | $551K | $24K | $181 | 1.28% | Not published | Form 5500 ↗ |
Common questions
Does Trinity Village match 401(k) contributions?
The match terms for the Trinity Village Inc Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $64K in employer contributions, about $446 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinity Village 401(k) match vested?
The vesting schedule for the Trinity Village Inc Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinity Village 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Simmons Bank. The plan administrator is Trinity Village, Inc..
I left Trinity Village. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinity Village, Inc., (870) 879-3113) or the recordkeeper, Simmons Bank. The Trinity Village old 401(k) page lists the contacts from every plan filing. Find an old Trinity Village 401(k)
Data from the public Form 5500 annual reports Trinity Village 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 Village. Not financial advice. Report a correction · Methodology