Back to filter
Original filing (PDF)20250501142046NAL0003237729001
SAINT AUGUSTINES UNIVERSITY
Form 5500
FILING_RECEIVED
SAINT AUGUSTINES UNIVERSITY EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
135
Accounts w/ balance
—
Plan assets (EOY)
$13.7M
Net assets (EOY)
$13.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 61 bps in Schedule C fees — 109% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT AUGUSTINES UNIVERSITY.
Plan sponsor
Name
SAINT AUGUSTINES UNIVERSITY
DBA
ST. AUGUSTINES UNIVERSITY
EIN
54-1107332
Address
1315 OAKWOOD AVENUE · RALEIGH, NC · 27610
Phone
(919) 828-4451
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-05-01
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
THE WESLEY PEACHTREE GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST | 83-3455979 | LEXINGTON, KY | NONE | $58K | — |
| FUND DIRECT ADVISORS | 37-3584365 | GREENSBORO, NC | NONE | $25K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using AMERICAN TRUST
MCKEE FOODS CORPORATION
MCKEE FOODS RETIREMENT PLAN
$1.0B · 7,041 participants
GBA RETIREMENT SERVICES, INC
GEORGIA BANKERS ASSOCIATION MASTER PENSION AND PROFIT SHARING TRUSTS
$314.8M
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLAN
UFCW LOCAL ONE 401(K) SAVINGS PLAN
$154.2M · 9,699 participants
GARBER MANAGEMENT GROUP, INC.
GMG EMPLOYEES SAVINGS PLAN
$126.5M · 2,211 participants
HORNE LLP
HORNE LLP PROFIT SHARING PLAN
$107.8M · 1,287 participants
ST. PAUL'S SCHOOL
ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$103.4M · 318 participants
Similar-size Educational Services plans
THREEFOLD EDUCATIONAL FOUNDATION & SCHOOL
THREEFOLD EDUCATIONAL FOUNDATION AND SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
$13.7M · 94 participants
THE CRAIG SCHOOL
THE CRAIG SCHOOL DC RETIREMENT PLAN
$13.7M · 56 participants
ONLINE EDUCATION PLATFORM, LLC
AEON SCHOOL 401 (K) PLAN
$13.6M · 64 participants
AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC.
RETIREMENT PLAN FOR EMPLOYEES OF AUXILIARY SERVICES, STATE UNIVERSITY COLLEGE AT OSWEGO, INC.
$13.6M · 44 participants
EDUCATION RESOURCE STRATEGIES INC.
EDUCATION RESOURCE STRATEGIES 403B PLAN
$13.6M · 76 participants
ST. MARY'S DOMINICAN HIGH SCHOOL CORPORATION
ST. MARY'S DOMINICAN HIGH SCHOOL 401(K) PLAN
$13.7M · 111 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants