Plan Snapshot
- Plan Sponsor: Palmer Trinity Private School, INC.
- Sponsor EIN: 237098500
- Sponsor Address: 7900 SW 176 STREET, PALMETTO BAY, FL, 331570000
- Plan Type: 403(b)
- Total Participants: 198
- Total Assets: $34.3M
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 | 198 | $34.3M | $917,318 | $521,780 |
| 2023 | 198 | $29.8M | $814,785 | $515,257 |
| 2022 | 212 | $25.3M | $792,596 | $468,338 |
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 |
|---|---|---|---|---|
| VERDEJA AND ALVAREZ, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VERDEJA AND ALVAREZ, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,712 | $637 | $735 | — | — |
| 2023 | $1,963 | — | $27 | $1,936 | — |
| 2022 | — | — | — | — | — |