Plan Ledger DOL Form 5500 · updated monthly

Trinity Preparatory School of Florida, Inc.403(b)

TRINITY PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN · WINTER PARK, FL · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Trinity Preparatory School of Florida, Inc. reported $68,283 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $6,018 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 0.52% to 0.24%. 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 786th-largest of 3,644 plans among Florida employers on file, and the 1,256th of 3,091 in educational services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,387,879
Participants with balances305
Active participants132
Employer contributions$794,373
Employee contributions$888,478
Employer contribution per active participant$6,018
Average account balance$102,911
Benefits paid to participants$2,683,485
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPA'S
Plan history3
Yearassets · accounts · employer contribution
2024$31.4M · 305 accts · $794K emplr
2023$26.0M · 305 accts · $740K emplr
2022$23.6M · 296 accts · $666K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,283
Total administrative$68,283
Employer contributions to the Trinity Preparatory School of Florida, Inc. plan · 2024
Employer contribution per active participant$6,018
Median for plans this size$2,416
2024$6,018 per active participant
2023$5,563 per active participant
2022$4,901 per active participant

Trinity Preparatory School of Florida, Inc.'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 ANNUITY · Contract administrator$35,633
PENTEGRA SERVICES, INC · Plan administrator$17,500
STRATEGIC RETIREMENT · Investment advisory (participants)$15,000

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$68,283 · 0.24%
2023$122,311 · 0.49%
2022$121,101 · 0.52%
Same employer
Similar plansEducational Services · Florida
Palm Beach Day Academy FL$36.2M · 0.17%
Avenues New York, LLC FL$34.3M · 0.32%
British School of America FL$31.1M · 0.19%
Bisk Education, Inc. FL$30.0M · 0.11%
Community School of Naples FL$28.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591156418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.