Plan Ledger DOL Form 5500 · updated monthly

Trinity Village, Inc. Inc.Profit-sharing plan

TRINITY VILLAGE INC PROFIT SHARING PLAN · PINE BLUFF, AR · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

Trinity Village, Inc. Inc. reported $5,780 in plan administrative expenses for 2024: 1.02% of average plan assets, above the peer median. Employer contributions averaged $366 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 3 years on file its reported administrative ratio has held roughly steady near 1.02%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arkansas (437th of 456), and 11,260th of 11,911 in health care & social assistance. In 2024, the employer put in $2.34 for every $1.00 employees contributed themselves; active participation has grown from 130 to 174 since 2022.

Plan summary
Net assets, end of year$610,579
Participants with balances143
Active participants174
Employer contributions$63,746
Employee contributions$27,190
Employer contribution per active participant$366
Average account balance$4,270
Benefits paid to participants$47,970
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS & ADVISORS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$611K · 143 accts · $64K emplr
2023$521K · 115 accts · $37K emplr
2022$511K · 122 accts · $74K emplr
Administrative expenses, itemized · 2024
Investment management$5,180
Total administrative$5,780
Employer contributions to the Trinity Village, Inc. Inc. plan · 2024
Employer contribution per active participant$366
Median for plans this size$540
2024$366 per active participant
2023$288 per active participant
2022$567 per active participant

Trinity Village, Inc. Inc.'s 2024 employer contribution ran below the $540 median for plans its size. 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
SIMMONS BANK · Trustee$5,780

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$5,780 · 1.02%
2023$5,423 · 1.05%
2022$5,553 · 1.05%
Similar plansHealth Care & Social Assistance · Arkansas
Medic One, LLC AR$344K · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237378872 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.