Trinity Episcopal School Corporation Defined Contribution Retirement Plan
Sponsored by Trinity Episcopal School Corporation · EIN 135563003 · Plan #004 · New York, NY
- Total assets
- $88.8M
- Net assets
- $88.8M
- Active participants
- 261
- With balances
- 667
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Direct payment from the plan | $28,863 |
| Eisneramper Llc | Accounting | $8,400 |
| Planpilot | Investment advisory (plan) | $8,400 |