# Palmer Trinity Private School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/palmer-trinity-private-school-inc-403b-plan

> Palmer Trinity Private School, INC.'s 403(b) plan: 198 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|—|

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