Plan Snapshot
- Plan Sponsor: Trinity University
- Sponsor EIN: 741109633
- Sponsor Address: ONE TRINITY PLACE, SAN ANTONIO, TX, 78212
- Plan Type: 403(b)
- Total Participants: 1,039
- Total Assets: $376.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 1,039 | $376.0M | $8.5M | $4.0M |
| 2023 | 1,050 | $340.3M | $7.7M | $3.8M |
| 2022 | 837 | $305.4M | $7.4M | $3.6M |
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 | Recordkeeper | $200,202 | — | $200,202 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $21,077 | — | $21,077 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $9,012 | — | $9,012 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — Recordkeeper
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $230,291
- Estimated Expense Ratio: 0.061% 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 | $230,291 | — | $221,279 | — | — |
| 2023 | $189,551 | — | $180,110 | — | — |
| 2022 | $163,648 | — | $10,230 | — | — |