Plan Ledger DOL Form 5500 · updated monthly

Trinity Christian School of Fairfax403(b)

TRINITY CHRISTIAN SCHOOL OF FAIRFAX DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN · FAIRFAX, VA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Trinity Christian School of Fairfax reported $42,346 in plan administrative expenses for 2024: 0.53% of average plan assets, above the peer median. Employer contributions averaged $1,017 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 0.33% to 0.53%. 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 Virginia (1,580th of 2,266), and 2,243rd of 3,091 in educational services. In 2024, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,230,505
Participants with balances144
Active participants168
Employer contributions$170,878
Employee contributions$497,069
Employer contribution per active participant$1,017
Average account balance$57,156
Benefits paid to participants$1,189,310
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 144 accts · $171K emplr
2023$7.7M · 151 accts · $173K emplr
2022$6.3M · 138 accts · $174K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,623
Investment management$12,723
Total administrative$42,346
Employer contributions to the Trinity Christian School of Fairfax plan · 2024
Employer contribution per active participant$1,017
Median for plans this size$1,313
2024$1,017 per active participant
2023$889 per active participant
2022$1,031 per active participant

Trinity Christian School of Fairfax's 2024 employer contribution ran below 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$26,143
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$12,721
ORENDA RETIREMENT, LLC · Contract administrator · Other services$3,480

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$42,346 · 0.53%
2023$21,844 · 0.31%
2022$21,865 · 0.33%
Similar plansEducational Services · Virginia
Teachstone Training, LLC VA$10.4M · 0.26%
Randolph Macon Academy VA$6.9M · 0.12%
J127 Education Foundation VA$6.5M · 0.55%
Congressional School VA$6.3M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541455112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.