Plan Snapshot
- Plan Sponsor: Trinity-Pawling School
- Sponsor EIN: 141601551
- Sponsor Address: 700 ROUTE 22, PAWLING, NY, 125641254
- Plan Type: 403(b)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 112 | $33.7M | $727,731 | $569,741 |
| 2023 | 108 | $29.9M | $647,443 | $546,502 |
| 2022 | 107 | $26.2M | $613,250 | $553,226 |
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 - TEACHERS INSURANCE AND ANNUI | Recordkeeper | $43,999 | — | $43,999 |
| KESTRA ADVISORY SERVICES, LLC | Recordkeeper | $12,000 | — | $12,000 |
| UHY LLP | Auditor | $8,000 | — | $8,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE AND ANNUI — Recordkeeper
- KESTRA ADVISORY SERVICES, LLC — Recordkeeper
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,999
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 |
|---|---|---|---|---|---|
| 2025 | $1,461,660 | — | $13,190 | — | — |
| 2024 | $47,074 | — | $47,074 | — | — |
| 2023 | $41,100 | — | — | — | — |
| 2022 | $31,245 | — | — | — | — |