Plan Snapshot
- Plan Sponsor: Trinity School, INC.
- Sponsor EIN: 581197585
- Sponsor Address: 4301 NORTHSIDE PARKWAY, NW, ATLANTA, GA, 303272245
- Plan Type: 403(b)
- Total Participants: 175
- Total Assets: $36.8M
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 | 175 | $36.8M | $739,132 | $1.3M |
| 2023 | 186 | $31.1M | $679,740 | $1.3M |
| 2022 | 158 | $27.0M | $648,101 | $1.3M |
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 ANNUITY | NONE | $37,381 | — | $37,381 |
| CARR RIGGS & INGRAM LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,381
- Estimated Expense Ratio: 0.102% 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 | $37,381 | — | $37,381 | — | — |
| 2023 | $47,878 | — | $47,878 | — | — |
| 2022 | $4,093 | — | $4,093 | — | — |