How big is St. Anne's Episcopal School's plan?

St. Anne's Episcopal School's plan reported $5.8M in assets and 87 participants for 2023.

Original filing (PDF)20250127092631NAL0023055762001

St. Anne's Episcopal School

Name: St. Anne's Episcopal School — St. Anne's Episcopal, Form 5500 (2023)
Creator: St. Anne's Episcopal School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Anne's Episcopal School 403(b) Plan

403(b) retirement plan · St. Anne's Episcopal School's St. Anne's Episcopal School 403(b) Plan held $5.8M in plan assets for 87 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

St. Anne's Episcopal School's EIN is 51-0404800.

EIN 51-0404800

Plan number 001

Plan year 2023

ACK ID 20250127092631NAL0023055762001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for St. Anne's Episcopal School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

St. Anne's Episcopal School's plan includes a 403(b) annuity, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. ANNE'S EPISCOPAL SCHOOL.

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Plan health score

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

100

Helping the score