· 2022–2024 · DOL EFAST2

DAUGHTERS OF CHARITY MINISTRIES — SISTERS OF CHARITY OF ST. JOSEPH TAX SHELTERED ANNUITY PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250717095907NAL0000022403007

DAUGHTERS OF CHARITY MINISTRIES

Form 5500-SF

FILING_RECEIVED

SISTERS OF CHARITY OF ST. JOSEPH TAX SHELTERED ANNUITY PLAN

403(b) retirement plan

Active participants

39

Accounts w/ balance

38

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

Above-average plan

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

29

Vendor & structure

100

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 DAUGHTERS OF CHARITY MINISTRIES.

Plan sponsor

Name

DAUGHTERS OF CHARITY MINISTRIES

EIN

27-4032123

Address

4330 OLIVE STREET · ST. LOUIS, MO · 63108

Phone

(314) 533-4770

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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