Trinity Episcopal School 403(b) match, vesting and fees
What Trinity Episcopal School'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 | TIAA | Schedule C ↗ |
| Independent auditor | Eisner Amper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 456 defined-contribution plans in educational services with 500 to 999 participants.
| Trinity Episcopal School: employer contribution per participant | $867 | |
| Peer median | $1,855 |
| Trinity Episcopal School: average balance | $129,512 | |
| Peer median | $100,069 |
| Trinity Episcopal School: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.11% |
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 $60.3M at the end of plan year 2021 to $69.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 548 | $69.9M | $468K | $867 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 545 | $63M | $0 | $0 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 528 | $54.1M | $0 | $0 | 0.08% | Not published | Form 5500 ↗ |
| 2021 | 511 | $60.3M | — | — | 0.07% | Not published | Form 5500 ↗ |
Other Trinity Episcopal School plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Trinity Episcopal School Corporation Defined Contribution Retirement Plan
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.
| Independent auditor | Eisneramper LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Trinity Episcopal School Corporation Defined Benefit Plan
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.
| Independent auditor | Eisner Amper, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Trinity Episcopal School match 401(k) contributions?
The match terms for the Trinity Episcopal School Corporation Tax Deferred Annuity Plan have not been published from its filing yet. The plan year 2024 filing reports $468K in employer contributions, about $867 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trinity Episcopal School 401(k) match vested?
The vesting schedule for the Trinity Episcopal School Corporation Tax Deferred Annuity Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trinity Episcopal School 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA. The plan administrator is Trinity Episcopal School Corporation.
I left Trinity Episcopal School. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trinity Episcopal School Corporation, (212) 873-1650) or the recordkeeper, TIAA. The Trinity Episcopal School old 401(k) page lists the contacts from every plan filing. Find an old Trinity Episcopal School 401(k)
Data from the public Form 5500 annual reports Trinity Episcopal School 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 Trinity Episcopal School. Not financial advice. Report a correction · Methodology