Plan Snapshot
- Plan Sponsor: Trinity School Of Midland, INC.
- Sponsor EIN: 750995808
- Sponsor Address: 3500 W. WADLEY AVENUE, MIDLAND, TX, 797075799
- Plan Type: 403(b)
- Total Participants: 214
- Total Assets: $18.4M
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 | 214 | $18.4M | $457,006 | $567,851 |
| 2023 | 217 | $16.8M | $417,952 | $514,613 |
| 2022 | 209 | $14.9M | $379,524 | $507,159 |
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 |
|---|---|---|---|---|
| MARC MARTIN CPA | 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 |
|---|---|---|---|---|---|
| 2024 | $5,818 | $2,192 | — | — | — |
| 2023 | $11,977 | $9,865 | — | — | — |
| 2022 | $2,797 | — | — | — | $2,797 |