Plan Ledger DOL Form 5500 · updated monthly

Trinity Episcopal School CorporationDC plan

TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Trinity Episcopal School Corporation reported $46,113 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,065 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 0.10% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other educational services employers. By assets it is the 882nd-largest of 5,648 plans among New York employers on file, and the 591st of 3,091 in educational services.

Plan summary
Net assets, end of year$88,761,734
Participants with balances667
Active participants261
Employer contributions$2,887,910
Employee contributions$0
Employer contribution per active participant$11,065
Average account balance$133,076
Benefits paid to participants$7,548,143
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.8M · 667 accts · $2.9M emplr
2023$83.8M · 668 accts · $3.0M emplr
2022$73.4M · 650 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,113
Total administrative$46,113
Employer contributions to the Trinity Episcopal School Corporation plan · 2024
Employer contribution per active participant$11,065
Median for plans this size$3,635
2024$11,065 per active participant
2023$11,082 per active participant
2022$12,172 per active participant

Trinity Episcopal School Corporation's 2024 employer contribution ran above the $3,635 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 · 20243
TIAA$28,863
EISNERAMPER LLC · Accounting / audit$8,400
PLANPILOT · Investment advisory (plan)$8,400

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$46,113 · 0.05%
2023$54,290 · 0.07%
2022$67,747 · 0.10%
All plans at this employer2
TRINITY EPISCOPAL SCHOOL CORPORATION TAX DEFERRED ANNUITY PLAN403(b)
TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLANDefined-contribution plan
Same employer
Similar plansEducational Services · New York
Kipp Nyc, LLC NY$94.6M · 0.18%
Albany Law School NY$89.5M · 0.06%
Tntp, Inc. NY$87.1M · 0.20%
The Windward School NY$87.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135563003 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.