# Trinity School, INC. 403(b) Plan
Source: https://planprovider.pro/companies/trinity-school-inc-403b-plan

> Trinity School, INC.'s 403(b) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [TIAA-TEACHERS INSURANCE AND ANNUITY](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

## 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|—|—|

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