Plan Snapshot
- Plan Sponsor: Trinity Academy
- Sponsor EIN: 481137874
- Sponsor Address: 12345 E 21ST ST, WICHITIA, KS, 67206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 111
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 111 | $4.8M | $168,430 | $380,849 |
| 2023 | 99 | $3.4M | $141,351 | $360,093 |
| 2022 | 98 | $2.9M | $132,254 | $283,725 |
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 |
|---|---|---|---|---|
| TRIUNE FINANCIAL PARTNERS LLC | Other Service Provider | — | $19,610 | $19,610 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,610
- Estimated Expense Ratio: 0.412% 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 | $815 | — | $815 | — | — |
| 2023 | $1,480 | — | $1,480 | — | — |
| 2022 | $855 | — | $855 | — | — |