Back to filter
Original filing (PDF)20231013145359NAL0068020034004
COR JESU ACADEMY
Form 5500
FILING_RECEIVED
COR JESU ACADEMY 403(B) DC PLAN
403(b) retirement plan
Active participants
79
Accounts w/ balance
79
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
100
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 COR JESU ACADEMY.
Plan sponsor
Name
COR JESU ACADEMY
EIN
43-0766243
Address
10230 GRAVOIS ROAD · ST. LOUIS, MO · 63123
Phone
(314) 842-1546
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-13
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $174K(5% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 001 | Pooled Separate Account | $174K | 5.0% |
Related plans
Similar-size Educational Services plans
AMBERTON UNIVERSITY
AMBERTON UNIVERSITY PENSION PLAN
$3.5M · 36 participants
AMAZON CONSERVATION TEAM
AMAZON CONSERVATION TEAM 403(B) DC PLAN
$3.5M · 13 participants
PARKMONT SCHOOL
PARKMONT SCHOOL RETIREMENT PLAN
$3.5M · 12 participants
GREENWOOD LEFLORE EDUCATIONAL FOUNDATION DBA PILLOW ACADEMY
GLEF 401(K) PLAN
$3.5M · 77 participants
COUNCIL OF INDEPENDENT COLLEGES
COUNCIL OF INDEPENDENT COLLEGES INDIVIDUAL SUPPLEMENTAL RETIREMENT ANNUITY PLAN
$3.5M · 31 participants
COLD SPRING HARBOR LIBRARY
COLD SPRING HARBOR LIBRARY 403(B) TDA PLAN
$3.5M · 42 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B