Plan Ledger DOL Form 5500 · updated monthly

Trinity Academy401(k)

TRINITY ACADEMY 401(K) PLAN · WICHITIA, KS · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Trinity Academy reported $815 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,517 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Kansas (658th of 828), and 2,536th of 3,091 in educational services. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 98 to 111 since 2022.

Plan summary
Net assets, end of year$4,765,297
Participants with balances117
Active participants111
Employer contributions$168,430
Employee contributions$380,849
Employer contribution per active participant$1,517
Average account balance$40,729
Benefits paid to participants$117,832
Plan auditUnmodified (clean) audit opinion
AuditorKOCH SIEDHOFF HAND & DUNN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 117 accts · $168K emplr
2023$3.4M · 8 accts · $141K emplr
2022$2.9M · 108 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$815
Total administrative$815
The Trinity Academy 401(k) match · 2024
Employer contribution per active participant$1,517
Median for plans this size$1,313
2024$1,517 per active participant
2023$1,428 per active participant
2022$1,350 per active participant

Trinity Academy's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRIUNE FINANCIAL PARTNERS LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$815 · 0.02%
2023$1,480 · 0.05%
2022$855 · 0.03%
Similar plansEducational Services · Kansas
Rainbows United, Inc. KS$10.7M · 0.43%
Private Prep Nyc LLC NY$4.8M · 0.87%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 481137874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.