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Insights

Geographic Expansion Trinity Pension Consultants is actively expanding its presence, recently opening an office in Indianapolis, Indiana, and covering multiple states including Ohio, Kentucky, Indiana, Tennessee, Missouri, Michigan, Pennsylvania, and West Virginia. This growth indicates potential for further regional engagement and new client acquisitions in these markets.

Industry Focus As Ohio's largest third-party administrator specializing exclusively in qualified retirement plans, Trinity holds a strong position in the retirement plan administration market. There are opportunities to target similar-sized firms or organizations expanding in this niche to offer tailored solutions.

Financial Strength With revenue ranging from fifty to one hundred million dollars, Trinity demonstrates solid financial stability, making it a reliable partner for financial technology solutions, compliance services, and strategic consulting intended for companies with similar or larger scale.

Technology Stack Utilizing diverse technologies such as Microsoft ASP.NET, Google Analytics, and Bootstrap, Trinity is receptive to digital solutions that enhance client experiences, improve data analytics, and streamline operations—ideal opportunities for sales of SaaS, data management, or client engagement tools.

Growth Opportunities With an experienced team of over 60 employees and a focus on creating customized retirement plans, Trinity likely seeks innovative products and services that enhance plan administration, compliance, or client communication, presenting potential sales avenues for HR tech, compliance software, or advisory services.

Trinity Pension Consultants Tech Stack

Trinity Pension Consultants uses 8 technology products and services including Business Catalyst, Open Graph, jQuery, and more. Explore Trinity Pension Consultants's tech stack below.

  • Business Catalyst
    Content Management System
  • Open Graph
    Content Management System
  • jQuery
    Javascript Libraries
  • Windows Server
    Operating Systems
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Microsoft ASP.NET
    Web Frameworks

Trinity Pension Consultants's Email Address Formats

Trinity Pension Consultants uses at least 1 format(s):
Trinity Pension Consultants Email FormatsExamplePercentage
FLast@trinitypension.comJDoe@trinitypension.com
74%
FirstL@trinitypension.comJohnD@trinitypension.com
20%
Last@trinitypension.comDoe@trinitypension.com
6%

Frequently Asked Questions

Where is Trinity Pension Consultants's headquarters located?

Minus sign iconPlus sign iconTrinity Pension Consultants's main headquarters is located at 202 Montrose West Avenue Suite 290 Akron, Ohio 44321 United States. The company has employees across 1 continents, including North America.

What is Trinity Pension Consultants's phone number?

Minus sign iconPlus sign icon You can contact Trinity Pension Consultants's main corporate office by phone at
+1-330-668-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Trinity Pension Consultants's official website and social media links?

Minus sign iconPlus sign iconTrinity Pension Consultants's official website is trinitypension.com and has social profiles on LinkedIn.

How much revenue does Trinity Pension Consultants generate?

Minus sign iconPlus sign icon As of March 2026, Trinity Pension Consultants's annual revenue is estimated to be $1M.

What is Trinity Pension Consultants's SIC code NAICS code?

Minus sign iconPlus sign iconTrinity Pension Consultants's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Trinity Pension Consultants have currently?

Minus sign iconPlus sign iconAs of March 2026, Trinity Pension Consultants has approximately 65 employees across 1 continents, including North America. Key team members include Ceo/President: M. K.Chief Compliance Officer: E. N.Partner - Head Of Sales: A. P.. Explore Trinity Pension Consultants's employee directory with LeadIQ.

What industry does Trinity Pension Consultants belong to?

Minus sign iconPlus sign iconTrinity Pension Consultants operates in the Financial Services industry.

What technology does Trinity Pension Consultants use?

Minus sign iconPlus sign iconTrinity Pension Consultants's tech stack includes Business CatalystOpen GraphjQueryWindows ServerreCAPTCHABootstrapGoogle AnalyticsMicrosoft ASP.NET.

What is Trinity Pension Consultants's email format?

Minus sign iconPlus sign iconTrinity Pension Consultants's email format typically follows the pattern of FLast@trinitypension.com. Find more Trinity Pension Consultants email formats with LeadIQ.

When was Trinity Pension Consultants founded?

Minus sign iconPlus sign iconTrinity Pension Consultants was founded in 2006.

Trinity Pension Consultants

Financial ServicesOhio, United States51-200 Employees

Since our beginnings in 2006, we have been known in the marketplace for making complex retirement plans simple to understand.

Owner Anthony Warren started the company after realizing the need for a better client experience. Today, the company has grown from a two-man operation working out of a garage in Akron, Ohio, to an accredited firm with more than 60 employees. Our geographical footprint continues to grow, and today our territories cover all of Ohio, Kentucky, Indiana, Tennessee, Missouri, and parts of Michigan, Pennsylvania and West Virginia.

Every day we strive to bring a fresh perspective to you and your clients. We have the experience and expertise to look beyond a basic 401(k) to identify opportunities the Plan Sponsor or Financial Advisor may never have known existed. Our team of Regional Vice Presidents, Relationship Managers, Administrators, and Actuaries can create a customized and unique retirement plan experience for Financial Advisors and Business Owners.

Section iconCompany Overview

Headquarters
202 Montrose West Avenue Suite 290 Akron, Ohio 44321 United States
Phone number
+1-330-668-****
Website
trinitypension.com
SIC Code
8742 - Management Consulting Services
NAICS Code
52 - Finance and Insurance
Founded
2006
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Trinity Pension Consultants's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Trinity Pension Consultants's revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    M. K.
    Ceo/President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. N.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. P.
    Partner - Head Of Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. S.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Owner
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    N. N.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. N.
    Regional Vice President - Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. H. E.
    Manager, Hr Systems And Culture
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Manager - Db Retirement Plans
    Phone icon
    Mobile Phone

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