Original filing (PDF)20250723102710NAL0009984258001

LOYOLA ACADEMY OF ST. LOUIS

Name: LOYOLA ACADEMY OF ST. LOUIS — LOYOLA ACADEMY OF ST. LOUIS RETIREMENT PLAN, Form 5500 (2024)
Creator: LOYOLA ACADEMY OF ST. LOUIS

Form 5500-SF

FILING_RECEIVED

LOYOLA ACADEMY OF ST. LOUIS RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

/ 100

Grade A

Top-tier plan health

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOYOLA ACADEMY OF ST. LOUIS.

Plan sponsor

Name

LOYOLA ACADEMY OF ST. LOUIS

EIN

43-1859076

Address

3851 WASHINGTON AVENUE · ST LOUIS, MO · 63108

Phone

(314) 531-9091

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2L · 403(b)(1) annuity

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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