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

> Trinity Valley School's 403(b) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trinity Valley School

- **Sponsor EIN:** 751099126

- **Sponsor Address:** 7500 DUTCH BRANCH ROAD, FORT WORTH, TX, 761324110

- **Plan Type:** 403(b)

- **Total Participants:** 196

- **Total Assets:** $41.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|196|$41.6M|$752,242|$1.3M|

| 2023|202|$37.7M|$762,868|$1.3M|

| 2022|192|$33.5M|$715,199|$1.2M|

## 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|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## 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|$87,312|—|$87,121|—|—|

| 2023|$63,639|—|$63,454|—|—|

| 2022|$40,682|—|$40,682|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trinity-valley-school-403b-plan)

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