Plan Snapshot
- Plan Sponsor: Trinity Christian Academy
- Sponsor EIN: 621254275
- Sponsor Address: 10 WINDY CITY ROAD, JACKSON, TN, 38305
- Plan Type: 403(b)
- Total Participants: 118
- Total Assets: $3.1M
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 | 118 | $3.1M | $51,806 | $129,299 |
| 2023 | 150 | $2.9M | $48,452 | $114,046 |
| 2022 | 111 | $2.4M | $49,356 | $113,439 |
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 |
|---|---|---|---|---|
| SKIBBIE CPA INC. | Auditor | — | — | $0 |
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 | $15,322 | — | $15,322 | — | — |
| 2023 | $12,252 | — | $12,252 | — | — |
| 2022 | $10,238 | — | $10,238 | — | — |