Holy Trinity Episcopal Academy 403(b) match, vesting and fees
What Holy Trinity Episcopal Academy's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Smith & Howard (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Holy Trinity Episcopal Academy: employer contribution per participant | $2,691 | |
| Peer median | $1,684 |
| Holy Trinity Episcopal Academy: average balance | $55,924 | |
| Peer median | $62,952 |
| Holy Trinity Episcopal Academy: admin expenses ÷ assets | 0.46% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.4M at the end of plan year 2021 to $14.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 268 | $14.1M | $678K | $2,691 | 0.46% | Not published | Form 5500 ↗ |
| 2023 | 251 | $12.6M | $634K | $2,708 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 255 | $11.2M | $564K | $2,351 | 0.65% | Not published | Form 5500 ↗ |
| 2021 | 240 | $9.4M | $538K | $2,421 | 0.72% | Not published | Form 5500 ↗ |
Common questions
Does Holy Trinity Episcopal Academy match 401(k) contributions?
The match terms for the Htea Employee Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $678K in employer contributions, about $2,691 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Holy Trinity Episcopal Academy 401(k) match vested?
The vesting schedule for the Htea Employee Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Holy Trinity Episcopal Academy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Valic Retirement Services Company. The plan administrator is Holy Trinity Episcopal Academy.
I left Holy Trinity Episcopal Academy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Holy Trinity Episcopal Academy, (321) 723-8323) or the recordkeeper, Valic Retirement Services Company. The Holy Trinity Episcopal Academy old 401(k) page lists the contacts from every plan filing. Find an old Holy Trinity Episcopal Academy 401(k)
Data from the public Form 5500 annual reports Holy Trinity Episcopal Academy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Holy Trinity Episcopal Academy. Not financial advice. Report a correction · Methodology