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Original filing (PDF)20250319092205NAL0002482707001
TRINITY PREPARATORY SCHOOL OF FLORIDA, INC.
Form 5500
FILING_RECEIVED
TRINITY PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
133
Accounts w/ balance
305
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
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)
95
/ 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
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY PREPARATORY SCHOOL OF FLORIDA, INC..
Plan sponsor
Name
TRINITY PREPARATORY SCHOOL OF FLORIDA, INC.
EIN
59-1156418
Address
5700 TRINITY PREP LANE · WINTER PARK, FL · 32792
Phone
(321) 282-2525
Industry
Educational Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-03-19
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
PLANCHECK CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA-TEACHERS INSURANCE AND ANNUITY | 13-1624203 | NEW YORK, NY | RECORDKEEPER | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | NONE | $20K | — |
Investments
1 pooled fund· $194K(1% 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 | $194K | 0.7% |