How big is Trinity Episcopal's plan?

Trinity Episcopal's plan reported $31K in assets and 27 participants for 2024.

Original filing (PDF)20250722091025NAL0001170691001

Trinity Episcopal

Name: Trinity Episcopal — Trinity Episcopal Day School, Form 5500 (2024)
Creator: Trinity Episcopal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trinity Episcopal Day School 401(k) Plan

401(k) retirement plan · Trinity Episcopal's Trinity Episcopal Day School 401(k) Plan held $31K in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Shirley Horner signed Trinity Episcopal's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Trinity Episcopal's EIN is 27-3318004.

EIN 27-3318004

Plan number 001

Plan year 2024

ACK ID 20250722091025NAL0001170691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Trinity Episcopal from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Trinity Episcopal's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY EPISCOPAL.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score