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Original filing (PDF)20250922103754NAL0005492080001
TRINITY UNIVERSITY
Form 5500
FILING_RECEIVED
TRINITY UNIVERSITY RETIREMENT HEALTCHARE SAVINGS PROGRAM
Health & welfare plan
Signals · 2
~98 bps in Sched C feesNo recordkeeper disclosed
Active participants
394
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 98 bps in Schedule C fees — 88% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY UNIVERSITY.
Plan sponsor
Name
TRINITY UNIVERSITY
EIN
74-1109633
Address
1 TRINITY PL · SAN ANTONIO, TX · 78212
Phone
(210) 999-7332
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
506
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
INSERO & CO. CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMERITI RETIREMENT HEALTH SOLUTIONS | 57-1194227 | — | CONSULTANT | $32K | — |
Investments
13 direct securities· $3.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies Vanguard Target Retirement 2030 | — | — | — | $701K | 21.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $560K | 17.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $536K | 16.4% | |
| Vanguard Target Retirement Income | — | — | — | $466K | 14.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $384K | 11.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $277K | 8.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $187K | 5.7% | |
| Vanguard Total Stock Market Index | — | — | — | $119K | 3.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $15K | 0.5% | |
| Vanguard Total International Stock Index | — | — | — | $8K | 0.2% | |
| Vanguard Short Term Inflation Protected Securities Index | — | — | — | $6K | 0.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2060 | — | — | — | $2K | <0.1% |
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