Back to filter
Original filing (PDF)20260127111233NAL0003153232001
TRINITY PRESBYTERIAN SCHOOL, INC.
Form 5500
FILING_RECEIVED
TRINITY PRESBYTERIAN SCHOOL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
176
Accounts w/ balance
149
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
4 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 72 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY PRESBYTERIAN SCHOOL, INC..
Plan sponsor
Name
TRINITY PRESBYTERIAN SCHOOL, INC.
EIN
63-0586676
Address
1700 EAST TRINITY BLVD. · MONTGOMERY, AL · 36106
Phone
(334) 277-0370
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALDRIDGE, BORDEN & COMPANY, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SYNOVUS TRUST COMPANY N.A. | — | COLUMBUS, GA | OTHER | $23K | — |
Investments
13 direct securities · 4 pooled funds· $8.1M(99% 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.
Uncategorized
$6.1M
13 holdings
Pooled Separate Account
$2.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Annuity Insurance * Company of America Guaranteed Income Fund | — | — | — | $1.9M | 22.9% | |
| American Funds Europacific Growth R6 | — | — | — | $1.4M | 16.7% | |
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $1.0M | 12.3% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $923K | 11.2% | |
| Vanguard Windsor Admiral | — | — | — | $717K | 8.7% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $604K | 7.4% | |
| T Rowe Price Mid-Cap Value I | — | — | — | $537K | 6.5% | |
| EAGLE MID CAP GROWTH FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 776 | Pooled Separate Account | — | — | $343K | 4.2% | |
| Dimensional Fund Advisors Inc US Targeted Value I | — | — | — | $226K | 2.8% | |
| Principal Small Cap Growth I R6 | — | — | — | $143K | 1.7% | |
| Vanguard Mid Cap Index Fund - Admiral | — | — | — | $135K | 1.6% | |
| Nuveen International Equity Index R6 | — | — | — | $74K | 0.9% | |
| Vanguard Total Bond Index | — | — | — | $62K | 0.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $55K | 0.7% | |
| Vanguard IT TRS IDX Admiral | — | — | — | $16K | 0.2% | |
| Vanguard Short-Term Infl-Prot Sec Index Admiral | — | — | — | $5K | <0.1% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $0 | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Educational Services plans
ACADEMIC ANALYTICS, LLC
ACADEMICS ANALYTICS, LLC 401(K) PLAN
$8.2M · 106 participants
RURAL DEVELOPMENT INSTITUTE
LANDESA 401(K) PLAN
$8.2M · 52 participants
COLLEGE ASSOCIATION AT DELHI, INC.
COLLEGE ASSOCIATION AT DELHI, INC. RETIREMENT PLAN
$8.2M · 118 participants
AMERITECH COLLEGE LLC
JOYCE UNIVERSITY RETIREMENT PLAN
$8.2M · 332 participants
SAN JOSE CHILDREN'S DISCOVERY MUSEUM
SAN JOSE CHILDREN'S DISCOVERY MUSEUM 403(B) PLAN
$8.2M · 45 participants
ST. ANDREWS ON THE MARSH, INC.
ST. ANDREWS ON THE MARSH, INC 403(B) DC PLAN
$8.2M · 112 participants
Large plans in Alabama
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION RETIREMENT PLAN
$1.2B · 257 participants