Plan Ledger DOL Form 5500 · updated monthly

Trinity Classical Academy401(k)

TRINITY CLASSICAL ACADEMY 401(K) PROFIT SHARING PLAN & TRUST · VALENCIA, CA · plan year 2022

Reported admin expense ratio · 2022
0.52%

Trinity Classical Academy reported $3,502 in plan administrative expenses for 2022: 0.52% of average plan assets, below the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (8,981st of 9,483), and 3,018th of 3,091 in educational services.

Plan summary
Net assets, end of year$672,897
Participants with balances16
Active participants148
Employer contributions—
Employee contributions$116,957
Employer contribution per active participant—
Average account balance$42,056
Benefits paid to participants$8,879
Plan auditUnmodified (clean) audit opinion
AuditorDANIELLS PHILLIPS VAUGHAN & BOCK
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$200
Investment management$3,262
Professional / advisory$40
Total administrative$3,502
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,502 · 0.52%
Similar plansEducational Services · California
Children's Paradise, Inc. CA$810K · 1.44%
Kids Kare Schools, Inc. CA$731K · 1.88%
Isana CA$723K · 0.53%
Heytutor CA$610K · 2.89%
Edtheory CA$517K · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954790280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.