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ST. ANNE'S EPISCOPAL SCHOOL — ST. ANNE'S EPISCOPAL SCHOOL 403(B) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250127092631NAL0023055762001
ST. ANNE'S EPISCOPAL SCHOOL
Form 5500-SF
FILING_RECEIVED
ST. ANNE'S EPISCOPAL SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
87
Accounts w/ balance
95
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ST. ANNE'S EPISCOPAL SCHOOL
.
Find decision makers
Plan sponsor
Name
ST. ANNE'S EPISCOPAL SCHOOL
EIN
51-0404800
Address
211 SILVER LAKE ROAD · MIDDLETOWN, DE · 19709
Phone
(302) 378-3179
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-27
Pension benefit codes
2L · 403(b)(1) annuity
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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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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.
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