Plan Ledger DOL Form 5500 · updated monthly

Trinity-Pawling School403(b)

TRINITY-PAWLING SCHOOL RETIREMENT PLAN · PAWLING, NY · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Trinity-Pawling School reported $47,074 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $6,498 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 0.12% to 0.15%. 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 1,814th-largest of 5,648 plans among New York employers on file, and the 1,197th of 3,091 in educational services. In 2024, the employer put in $1.28 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$33,700,443
Participants with balances302
Active participants112
Employer contributions$727,731
Employee contributions$569,741
Employer contribution per active participant$6,498
Average account balance$111,591
Benefits paid to participants$1,225,624
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $179K emplr
2024$33.7M · 302 accts · $728K emplr
2023$29.9M · 299 accts · $647K emplr
2022$26.2M · 298 accts · $613K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,074
Total administrative$47,074
Employer contributions to the Trinity-Pawling School plan · 2024
Employer contribution per active participant$6,498
Median for plans this size$2,416
2024$6,498 per active participant
2023$5,995 per active participant
2022$5,731 per active participant

Trinity-Pawling School'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 · 20243
TIAA - TEACHERS INSURANCE AND ANNUI · Investment management$43,999
KESTRA ADVISORY SERVICES, LLC · Investment management$12,000
UHY LLP · Accounting / audit$8,000

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

Administrative cost history4
2025Not separately reported
2024$47,074 · 0.15%
2023$41,100 · 0.15%
2022$31,245 · 0.12%
Same employer
Similar plansEducational Services · New York
Rippowam Cisqua School NY$34.5M · 0.19%
North Shore Hebrew Academy NY$34.4M · 0.11%
Millbrook School NY$33.7M · 0.14%
Catalyst Inc. NY$33.3M · 0.31%
The Viscardi Center, Inc. NY$33.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141601551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.