Plan Snapshot
- Plan Sponsor: Trinity Christian School Of Fairfax
- Sponsor EIN: 541455112
- Sponsor Address: 11204 BRADDOCK ROAD, FAIRFAX, VA, 22030
- Plan Type: 403(b)
- Total Participants: 168
- Total Assets: $8.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 168 | $8.2M | $170,878 | $497,069 |
| 2023 | 195 | $7.7M | $173,302 | $538,344 |
| 2022 | 169 | $6.3M | $174,217 | $541,891 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $42,346 | $12,723 | $29,623 | — | — |
| 2023 | $21,844 | — | $21,844 | — | — |
| 2022 | $21,865 | — | $21,865 | — | — |