Retirement plan

TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Name: TRINITY MONTESSORI SCHOOL, INC - TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC. (2024) Form 5500
Creator: TRINITY MONTESSORI SCHOOL, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC., TRINITY MONTESSORI SCHOOL, INC

TRINITY MONTESSORI SCHOOL, INCEIN 16-1384298Plan #001PY 2024

100 GOLDEN FLYER DR - ROCHESTER, NY 146183800585-586-1044trinitymontessori.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$509K

+23.6% from 2023

Total participants

+14.3% from 2023

Average account balance

$39,128

+4.6% from 2023

Annual return

16.27%

-1.89 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$509K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$39K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.27%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$106

$7 / participant

Other / not subdivided$106100.0%

% of EOY assets

0.021%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$39,128

$88,778-55.9%

$81,844-52.2%

$145,884-73.2%

Participation rate

80.0%

75.1%+4.9pp

72.4%+7.6pp

80.3%-0.3pp

Annual return

16.27%

1033.03%-1016.8pp

778.87%-762.6pp

551.85%-535.6pp

Employer contribution / active EE

$3,087-100.0%

$2,916-100.0%

$4,662-100.0%

Participant deferral / active EE

$2,001

$4,648-57.0%

$4,323-53.7%

$6,690-70.1%

Admin fee / account holder

$8,430-99.9%

$7,355-99.9%

$13,392-99.9%

TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion