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Original filing (PDF)20250915122200NAL0001092913001
TAMPA SCHOOL DEVELOPMENT CORPORATION DBA TRINITY SCHOOL FOR CHILDREN
Form 5500
FILING_RECEIVED
TRINITY SCHOOL FOR CHILDREN 401(K) PLAN
401(k) retirement plan
Active participants
130
Accounts w/ balance
131
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA SCHOOL DEVELOPMENT CORPORATION DBA TRINITY SCHOOL FOR CHILDREN.
Plan sponsor
Name
TAMPA SCHOOL DEVELOPMENT CORPORATION DBA TRINITY SCHOOL FOR CHILDREN
EIN
59-3557449
Address
2402 WEST OSBORNE AVENUE · TAMPA, FL · 33603
Phone
(813) 874-2402
Industry
Educational Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PRIDA GUIDA & PEREZ, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $768 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $21K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS HOLDINGS INC | — | SAN DIEGO, CA | CONTRACT ADMIN | $2K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $278 | — |
Investments
28 direct securities · 1 pooled fund· $7.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$3.9M
27 holdings
Pooled Separate Account
$3.9M
1 holding
Mutual Funds
$51K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $3.9M | 98.0% | |
| JP Morgan JP Morgan Smart Retirement 2030 R6 | — | — | — | $755K | 19.1% | |
| JP Morgan JP Morgan Smart Retirement 2040 R6 | — | — | — | $473K | 12.0% | |
| JP Morgan JP Morgan Smart Retirement 2020 R6 | — | — | — | $360K | 9.1% | |
| JP Morgan JP Morgan Smart Retirement 2055 R6 | — | — | — | $237K | 6.0% | |
| MassMutual MM S&P 500 Index I | — | — | — | $218K | 5.5% | |
| JP Morgan JP Morgan Smart Retirement 2035 R6 | — | — | — | $201K | 5.1% | |
| Alger Capital Appreciation Instl Y | — | — | — | $188K | 4.8% | |
| American Century American Century Growth R6 | — | — | — | $170K | 4.3% | |
| MFS Value R6 | — | — | — | $162K | 4.1% | |
| Fidelity Advisor Total Bond Z | — | — | — | $160K | 4.1% | |
| BlackRock iShares US Aggregate Bond Index K | — | — | — | $159K | 4.0% | |
| Capital Group American Funds Europacific Growth R6 | — | — | — | $118K | 3.0% | |
| JP Morgan JP Morgan Smart Retirement 2045 R6 | — | — | — | $97K | 2.5% | |
| Allspring Special Small Cap Value R6 | — | — | — | $83K | 2.1% | |
| Templeton Foreign R6 | — | — | — | $82K | 2.1% | |
| JP Morgan JP Morgan Smart Retirement 2050 R6 | — | — | — | $82K | 2.1% | |
| JP Morgan JP Morgan Mid Cap Growth R6 | — | — | — | $65K | 1.7% | |
| Invesco Small Cap Growth R6 | — | — | — | $61K | 1.5% | |
| Alliance Bernstein AB Discovery Value Z | Mutual Funds | — | — | $51K | 1.3% | |
| Fixed Annuity Contract * Empower General Account | — | — | — | $49K | 1.2% | |
| JP Morgan JP Morgan Smart Retirement 2060 R6 | — | — | — | $47K | 1.2% | |
| Lord Abbett Lord Abbett Fundamental Equity R6 | — | — | — | $32K | 0.8% | |
| participant accounts $-0- | — | — | — | $30K | 0.8% | |
| Invesco Comstock R6 | — | — | — | $27K | 0.7% | |
| JP Morgan JP Morgan Smart Retirement Income R6 | — | — | — | $19K | 0.5% | |
| BlackRock iShares Russell Mid-Cap Index K | — | — | — | $9K | 0.2% | |
| JP Morgan JP Morgan Smart Retirement 2025 R6 | — | — | — | $8K | 0.2% | |
| BlackRock iShares Russell 2000 Small-Cap Index K | — | — | — | $4K | <0.1% |