Original filing (PDF)20240412105007NAL0001236675001

EDGEWOOD HIGH SCHOOL

Name: EDGEWOOD HIGH SCHOOL — EDGEWOOD HIGH SCHOOL OF THE SACRED HEART, INC. RETIREMENT PLAN, Form 5500 (2022)
Creator: EDGEWOOD HIGH SCHOOL

Form 5500-SF

FILING_RECEIVED

EDGEWOOD HIGH SCHOOL OF THE SACRED HEART, INC. RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score

/ 100

Grade B

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGEWOOD HIGH SCHOOL.

Plan sponsor

Name

EDGEWOOD HIGH SCHOOL

EIN

45-3211850

Address

2219 MONROE ST · MADISON, WI · 537111901

Phone

(608) 257-1023

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2024-04-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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