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Original filing (PDF)20241007141333NAL0032016722001
ST. FRANCIS HIGH SCHOOL
Form 5500-SF
FILING_RECEIVED
ST. FRANCIS HIGH SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
79
Accounts w/ balance
50
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
86
/ 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
75
Vendor stack
100
Participation health
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. FRANCIS HIGH SCHOOL.
Plan sponsor
Name
ST. FRANCIS HIGH SCHOOL
EIN
36-2373448
Address
2130 WEST ROOSEVELT ROAD · WHEATON, IL · 60187
Phone
(630) 668-5800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-10-07
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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