# Trinity University 401(k) Plan
Source: https://planprovider.pro/companies/trinity-university-741109633-509

> Trinity University's 401(k) plan: 833 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trinity University

- **Sponsor EIN:** 741109633

- **Sponsor Address:** 1 TRINITY PL, SAN ANTONIO, TX, 782124674

- **Plan Type:** 401(k)

- **Plan Number:** 509

- **Total Participants:** 833

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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.|

| 2025|833|$0|$0|$0|

| 2024|826|$0|$0|$0|

| 2023|650|$0|$0|$0|

| 2022|551|$0|$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|

| AETNA LIFE INSURANCE COMPANY|Recordkeeper|$613,277|—|$613,277|

| INSPIRA FINANCIAL|Recordkeeper|$22,910|—|$22,910|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $636,187

### 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|—|—|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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