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Original filing (PDF)20250130083619NAL0000892912001
ST. GEORGE'S SCHOOL
Form 5500
FILING_RECEIVED
ST. GEORGE'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
367
Plan assets (EOY)
$58.8M
Net assets (EOY)
$58.8M
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)
93
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. GEORGE'S SCHOOL.
Plan sponsor
Name
ST. GEORGE'S SCHOOL
EIN
05-0259009
Address
372 PURGATORY ROAD · MIDDLETOWN, RI · 02842
Phone
(401) 847-7565
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-30
Pension benefit codes
2F · ERISA section 404(c)
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | N/A | $17K | — |
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $4K | — |
Investments
1 pooled fund· $653K(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-CREF REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | $653K | 1.1% |
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