Plan Snapshot
- Plan Sponsor: Trinity College
- Sponsor EIN: 060646927
- Sponsor Address: 300 SUMMIT ST, HARTFORD, CT, 061063100
- Plan Type: 401(k)
- Total Participants: 688
- Total Assets: $381.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 688 | $381.4M | $4.9M | $3.7M |
| 2023 | 702 | $357.2M | $4.6M | $3.7M |
| 2022 | 709 | $327.6M | $4.6M | $3.7M |
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 |
|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS LLC | NONE | $45,000 | — | $45,000 |
| THE ANGELL PENSION GROUP, INC. | NONE | $13,760 | — | $13,760 |
| 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: $58,760
- Estimated Expense Ratio: 0.015% 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 | $161,328 | — | $161,328 | — | — |
| 2023 | $128,844 | — | $128,844 | — | — |
| 2022 | $74,813 | — | $74,813 | — | — |