Trinity Preparatory School Defined Contribution Retirement Plan
Sponsored by Trinity Preparatory School Of Florida, Inc. · EIN 591156418 · Plan #002
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 132
- With balances
- 305
Plan year beginning 08/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Retirement Advisors, Llc CRD 142887 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Contract administrator | $35,633 |
| Pentegra Services, Inc | Plan administrator | $17,500 |
| Strategic Retirement | Investment advisory (participants) | $15,000 |