Original filing (PDF)20250512072230NAL0012503475001

CONGREGATION OF THE SISTERS OF ST. JOSEPH

Name: CONGREGATION OF THE SISTERS OF ST. JOSEPH — CONGREGATION OF THE SISTERS OF ST. JOSEPH 401(K) PLAN, Form 5500 (2024)
Creator: CONGREGATION OF THE SISTERS OF ST. JOSEPH

Form 5500-SF

FILING_RECEIVED

CONGREGATION OF THE SISTERS OF ST. JOSEPH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONGREGATION OF THE SISTERS OF ST. JOSEPH.

Plan sponsor

Name

CONGREGATION OF THE SISTERS OF ST. JOSEPH

EIN

16-1007842

Address

4975 STRICKLER RD. · CLARENCE, NY · 14031

Phone

(716) 759-6893

Industry

Other Services (ex. Public Admin)see all

Plan administrator