Plan Ledger DOL Form 5500 · updated monthly

Trinity School, Inc.403(b)

TRINITY SCHOOL 403(B) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Trinity School, Inc. reported $37,381 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,224 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 0.01% to 0.11%. 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 585th-largest of 2,160 plans among Georgia employers on file, and the 1,132nd of 3,091 in educational services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has grown from 158 to 175 since 2022.

Plan summary
Net assets, end of year$36,783,480
Participants with balances364
Active participants175
Employer contributions$739,132
Employee contributions$1,327,578
Employer contribution per active participant$4,224
Average account balance$101,054
Benefits paid to participants$1,045,798
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.8M · 364 accts · $739K emplr
2023$31.1M · 371 accts · $680K emplr
2022$27.0M · 338 accts · $648K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,381
Total administrative$37,381
Employer contributions to the Trinity School, Inc. plan · 2024
Employer contribution per active participant$4,224
Median for plans this size$2,416
2024$4,224 per active participant
2023$3,655 per active participant
2022$4,102 per active participant

Trinity School, 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 · 20241

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$37,381 · 0.11%
2023$47,878 · 0.16%
2022$4,093 · 0.01%
Same employer
Similar plansEducational Services · Georgia
Darlington School GA$43.3M · 0.16%
Oglethorpe University GA$41.4M · 0.12%
Life University, Inc. GA$41.0M · 0.01%
Covenant College, Inc. GA$37.9M · 0.02%
Atlanta Speech School, Inc. GA$35.9M · 0.28%
The Walker School GA$32.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581197585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.