Tampa School Development Corpora 401(k) match, vesting and fees
What Tampa School Development Corpora's 401(k) 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 | M. Holdings Securities, Inc. | Schedule C ↗ |
| Independent auditor | Prida Guida & Perez, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Tampa School Development Corpora: employer contribution per participant | $940 | |
| Peer median | $1,440 |
| Tampa School Development Corpora: average balance | $34,204 | |
| Peer median | $38,351 |
| Tampa School Development Corpora: admin expenses ÷ assets | 1.04% | |
| Peer median | 0.47% |
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 $2.9M at the end of plan year 2021 to $4.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 143 | $4.3M | $119K | $940 | 1.04% | Not published | Form 5500 ↗ |
| 2024 | 151 | $3.9M | $108K | $825 | 1.06% | Not published | Form 5500 ↗ |
| 2023 | 151 | $3.3M | $98K | $780 | 1.04% | Not published | Form 5500 ↗ |
| 2022 | 145 | $2.6M | $100K | $837 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 127 | $2.9M | $94K | $940 | 1.14% | Not published | Form 5500 ↗ |
Common questions
Does Tampa School Development Corpora match 401(k) contributions?
The match terms for the Trinity School for Children 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $119K in employer contributions, about $940 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tampa School Development Corpora 401(k) match vested?
The vesting schedule for the Trinity School for Children 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tampa School Development Corpora 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is M. Holdings Securities, Inc.. The plan administrator is Tampa School Development Corpora.
I left Tampa School Development Corpora. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tampa School Development Corpora, (813) 874-2402) or the recordkeeper, M. Holdings Securities, Inc.. The Tampa School Development Corpora old 401(k) page lists the contacts from every plan filing. Find an old Tampa School Development Corpora 401(k)
Data from the public Form 5500 annual reports Tampa School Development Corpora filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Tampa School Development Corpora. Not financial advice. Report a correction · Methodology