Jessica M. Pagan signed Saint David's School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saint David's School's EIN is 13-1655283.
Download the official 2024 Form 5500 (PDF) for Saint David's School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saint David's School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANPILOT, LLC | 45-4168388 | — | PLAN ADVISOR | $10K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS | 44-0160260 | — | AUDITOR | $15K | — |
