TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN

Plan Contact

  • Address: 947 TRINITY DRIVE,MANSFIELD,TX
  • Contact person: CHRISTOPHER MOORE
  • Phone: (817) 473-1515

Plan General Information

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Assets

At the end of 2012, the total retirement plan assets of TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is $8,606,849.00.This plan was established in 1984.

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Total Number of Retirement Plan Participants

At the end of 2012, the total number of retirement plan participants in TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is 232

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Average Participant Retirement Account Value

In 2012, the average participant retirement account value for TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is $37,098.00

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employee Contribution Amount

In 2012, the estimated average employee contribution amount per participant for TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is $2,661.00.

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Average Employer Match

In 2012, the estimated average employer match for an employee in TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is approximately $2,586.00
Investing in this additonal $2,586.00 for 20 years would give you extra $165,517.00, assuming a 10% annual return.

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Total Employer Contribution and Match Rate

In 2012, TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN allocates $600,000.00 to match its employees' contributions, providing an employer match rate of 194.36% of their contributions

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Total Retirement Plan Asset Growth Rate

In 2012, the total retirement plan asset growth rate of TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is 22.57%.

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2012, the estimated aggregate retirement account investment gain/loss for TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is 12.60%. This measures the effectiveness of the plan participants' investments in the year.

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN Expense Ratio

In 2012, the investment and administrative expense ratio of TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN is 0.78%.

Enrollment Features

TRINITY FORGE, INC. 401(K) INVESTMENT AND EMPLOYEE STOCK OWNERSHIP PLAN 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.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …