Retirement plan

TRINITY ACADEMY 401(K) PLAN

Name: TRINITY ACADEMY - TRINITY ACADEMY 401(K) PLAN (2025) Form 5500
Creator: TRINITY ACADEMY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRINITY ACADEMY 401(K) PLAN, TRINITY ACADEMY

TRINITY ACADEMYEIN 48-1137874Plan #001PY 2025

12345 E 21ST ST - WICHITIA, KS 67206316-634-0909trinityacademy.orgLinkedIn51-200 employeeseducation management

Prospect flagsLow participationRecently reached 100 employees

How to read this page

Total assets (EOY)

$4.8M

+40.5% from 2024

Total participants

162

+28.6% from 2024

Average account balance

$40,729

-90.4% from 2024

Annual return

27.80%

+12.54 pp from 2024

Benchmarks

See 618 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort618 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.77M

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

117

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.

59.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$549K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+27.80%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ASCENSUS LLC5 years Filed as: TRIUNE FINANCIAL PARTNERS LLC Service code 99 · EIN 20-2194904	Other Fees	$19,610
ERP RETIREMENT SERVICES2 years Filed as: ERP ACTUARIES & CONSULTANTS INC Service code 49	Other Services	$1,838

Plan features & details

Pension benefit codes2E2G2J2K2F3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$815

$7 / participant

Contract admin$815100.0%

% of EOY assets

0.017%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: KOCH SIEDHOFF HAND & DUNN LLP
Auditor EIN: 480922808
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$40,729

$65,084-37.4%

$67,681-39.8%

$64,340-36.7%

Participation rate

59.5%

66.7%-7.3pp

73.7%-14.3pp

55.2%+4.2pp

Annual return

27.80%

20.50%+7.3pp

590.58%-562.8pp

24.14%+3.7pp

Employer contribution / active EE

$1,517

$2,398-36.7%

$2,678-43.3%

$1,862-18.5%

Participant deferral / active EE

$3,431

$3,210+6.9%

$3,976-13.7%

$2,980+15.1%

Admin fee / account holder

$1,415-99.5%

$6,100-99.9%

$3,703-99.8%

Provider

Service type

Compensation

ASCENSUS LLC5 years

Filed as: TRIUNE FINANCIAL PARTNERS LLC

Service code 99 · EIN 20-2194904

Other Fees

$19,610

ERP RETIREMENT SERVICES2 years

Filed as: ERP ACTUARIES & CONSULTANTS INC

Service code 49

Other Services

$1,838

TRINITY ACADEMY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRINITY ACADEMY 401(K) PLAN

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