Plan Ledger DOL Form 5500 · updated monthly

Trinity Christian AcademyProfit-sharing plan

TRINITY CHRISTIAN ACADEMY EMPLOYER FUNDED RETIREMENT PLAN · ADDISON, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Trinity Christian Academy reported $65,002 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,884 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 rose from 0.32% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 2,021st-largest of 5,688 plans among Texas employers on file, and 1,597th of 3,091 in educational services.

Plan summary
Net assets, end of year$19,994,069
Participants with balances237
Active participants214
Employer contributions$1,045,136
Employee contributions—
Employer contribution per active participant$4,884
Average account balance$84,363
Benefits paid to participants$1,719,240
Plan auditUnmodified (clean) audit opinion
AuditorSAVILLE CPAS AND ADVISORS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 237 accts · $1.0M emplr
2023$18.6M · 246 accts · $1.0M emplr
2022$18.0M · 225 accts · $941K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,566
Investment management$20,436
Total administrative$65,002
Employer contributions to the Trinity Christian Academy plan · 2024
Employer contribution per active participant$4,884
Median for plans this size$2,416
2024$4,884 per active participant
2023$5,044 per active participant
2022$4,439 per active participant

Trinity Christian Academy's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$46,735
AMERITAS INVESTMENT COMPANY, LLC · Investment advisory (plan)$20,436

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,002 · 0.34%
2023$55,548 · 0.30%
2022$55,934 · 0.32%
All plans at this employer2
TRINITY CHRISTIAN ACADEMY 403(B) PLAN403(b)
TRINITY CHRISTIAN ACADEMY EMPLOYER FUNDED RETIREMENT PLANProfit-sharing plan
Same employer
Similar plansEducational Services · Texas
The Oakridge School TX$23.1M · 0.00%
Sxsw LLC TX$23.1M · 0.43%
Imagination Station, Inc TX$21.5M · 0.03%
Alcuin School TX$17.4M · 0.18%
H.A.S.C., Inc. TX$17.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751324332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.