Plan Snapshot
- Plan Sponsor: Trinity Episcopal School Corporation
- Sponsor EIN: 135563003
- Sponsor Address: 139 W 91ST ST, NEW YORK, NY, 100241326
- Plan Type: 403(b)
- Total Participants: 252
- Total Assets: $69.9M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 252 | $69.9M | $468,193 | $2.9M |
| 2023 | 249 | $63.0M | $0 | $2.8M |
| 2022 | 260 | $54.1M | $0 | $2.7M |
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 |
|---|---|---|---|---|
| EISNER AMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNER AMPER 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 | $44,227 | — | $44,227 | — | — |
| 2023 | $64,711 | — | $64,711 | — | — |
| 2022 | $44,716 | — | $44,716 | — | — |