Plan Snapshot
- Plan Sponsor: Trinity Presbyterian School, INC.
- Sponsor EIN: 630586676
- Sponsor Address: 1700 EAST TRINITY BLVD., MONTGOMERY, AL, 36106
- Plan Type: 401(k)
- Total Participants: 176
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 176 | $8.2M | $0 | $0 |
| 2024 | 91 | $8.7M | $0 | $0 |
| 2023 | 88 | $9.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| ALDRIDGE, BORDEN & COMPANY, P.C | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2025 | $58,843 | — | — | — | — |
| 2024 | $52,707 | $35,267 | $17,440 | — | — |
| 2023 | $64,276 | $23,384 | $40,887 | — | — |