How big is St. Margaret's Foundation's plan?

St. Margaret's Foundation's plan reported $422K in assets and 272 participants for 2025.

Original filing (PDF)20260325091259NAL0004111425001

St. Margaret's Foundation

Name: St. Margaret's Foundation — St. Margaret's Daughters, Form 5500 (2025)
Creator: St. Margaret's Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Margaret's Daughters 403(b) Plan

401(k) retirement plan · St. Margaret's Foundation's St. Margaret's Daughters 403(b) Plan held $422K in plan assets for 272 participants in 2025.

Signals · 1

No auditor on file

Active participants

272

Accounts w/ balance

Plan assets (EOY)

$422K

Net assets (EOY)

$422K

Plan identifiers

St. Margaret's Foundation's EIN is 27-2362741.

EIN 27-2362741

Plan number 001

Plan year 2025

ACK ID 20260325091259NAL0004111425001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for St. Margaret's Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

St. Margaret's Foundation's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. MARGARET'S FOUNDATION.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score