# Holy Trinity Episcopal Academy 403(b) Plan
Source: https://planprovider.pro/companies/holy-trinity-episcopal-academy-590823947-002

> Holy Trinity Episcopal Academy's 403(b) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Holy Trinity Episcopal Academy

- **Sponsor EIN:** 590823947

- **Sponsor Address:** 5625 HOLY TRINITY DRIVE, MELBOURNE, FL, 32940

- **Plan Type:** 403(b)

- **Plan Number:** 002

- **Total Participants:** 171

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|171|$14.1M|$678,113|$696,038|

| 2023|163|$12.6M|$633,784|$616,775|

| 2022|165|$11.2M|$564,295|$532,267|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| VALIC RETIREMENT SERVICES COMPANY|Other Service Provider|$59,917|—|$59,917|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,917

- **Estimated Expense Ratio:** 0.425% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$61,328|—|$61,328|—|—|

| 2023|$72,618|—|$72,618|—|—|

| 2022|$66,233|—|$66,233|—|—|

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