# Trinity-Pawling School 403(b) Plan
Source: https://planprovider.pro/companies/trinity-pawling-school-141601551-004

> Trinity-Pawling School's 403(b) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — Recordkeeper

- [UHY LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trinity-pawling-school-141601551-004)

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