TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST
- Address: 12770 MERIT DRIVE, SUITE 900,DALLAS,TX
- Contact person: SALLY SOLANO
- Phone: (972) 661-8100
TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST has the following features:
Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
At the end of 2022, the total retirement plan assets of TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is $147,723,733.00.This plan was established in 1987.
At the end of 2022, the total number of retirement plan participants in TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is 967
In 2022, the average participant retirement account value for TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is $152,764.00
In 2022, the estimated average employee contribution amount per participant for TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is $10,398.00
In 2022, the estimated average employer match for an employee in TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is approximately $2,067.00
In 2022, TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST allocates $1,999,189.00 to match its employees' contributions, providing an employer match rate of 20.31% of their contributions
In 2022, the total retirement plan asset growth rate of TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is -12.09%
In 2022, the estimated aggregate retirement account investment gain/loss for TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is -15.17%. This measures the effectiveness of the plan participants' investments in the year.
In 2022, the investment and administrative expense ratio of TRINITY CONSULTANTS, INC. CAPITAL ACCUMULATION PLAN AND TRUST is -0.09%.
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