Original filing (PDF)20250314102009NAL0044253666001

ST. MARIA GORETTI PARISH

Name: ST. MARIA GORETTI PARISH — ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: ST. MARIA GORETTI PARISH

Form 5500-SF

FILING_RECEIVED

ST. MARIA GORETTI PARISH RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. MARIA GORETTI PARISH.

Plan sponsor

Name

ST. MARIA GORETTI PARISH

EIN

39-0969724

Address

5313 FLAD AVE. · MADISON, WI · 53705

Phone

(608) 271-7421

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-15

Tax period

2024-08-14

Filed

2025-03-14

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

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 providers

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