Plan Snapshot
- Plan Sponsor: Tampa School Development Corporation Dba Trinity School For Children
- Sponsor EIN: 593557449
- Sponsor Address: 2402 WEST OSBORNE AVENUE, TAMPA, FL, 33603
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 130 | $3.9M | $108,122 | $255,634 |
| 2023 | 131 | $3.3M | $98,313 | $223,786 |
| 2022 | 120 | $2.6M | $99,641 | $228,715 |
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 |
|---|---|---|---|---|
| PRIDA GUIDA & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA GUIDA & PEREZ, P.A. — 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 | $38,274 | — | $38,274 | — | — |
| 2023 | $30,350 | — | $30,350 | — | — |
| 2022 | $22,051 | — | $22,051 | — | — |