# Trinity Episcopal School Corporation 403(b) Plan
Source: https://planprovider.pro/companies/trinity-episcopal-school-corporation-403b-plan

> Trinity Episcopal School Corporation's 403(b) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TIAA|RECORDKEEPER|$21,827|—|$21,827|

| EISNER AMPER, LLP|AUDITOR|$13,125|—|$13,125|

| PLANPILOT LLC|OTHER|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [EISNER AMPER, LLP](https://planprovider.pro/provider/eisneramper-llp) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,952

- **Estimated Expense Ratio:** 0.061% 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|$44,227|—|$44,227|—|—|

| 2023|$64,711|—|$64,711|—|—|

| 2022|$44,716|—|$44,716|—|—|

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