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Original filing (PDF)20250409153747NAL0020042833001
TRINITY EPISCOPAL SCHOOL CORPORATION
Form 5500
FILING_RECEIVED
TRINITY EPISCOPAL SCHOOL CORPORATION DEFINED CONTRIBUTION RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
267
Accounts w/ balance
668
Plan assets (EOY)
$83.8M
Net assets (EOY)
$83.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY EPISCOPAL SCHOOL CORPORATION.
Plan sponsor
Name
TRINITY EPISCOPAL SCHOOL CORPORATION
EIN
13-5563003
Address
139 W 91ST ST · NEW YORK, NY · 100241326
Phone
(212) 873-1650
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
EISNERAMPER,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 87-1363769 | PITTSBURGH, PA | AUDITOR | $21K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSA & ASSOCIATES, INC | 11-2869312 | ROCKVILLE CENTER, NY | ACTUARY | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | OTHER | $25K | — |
Investments
1 pooled fund· $3.1M(4% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $3.1M | 3.7% |
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