· 2022–2024 · DOL EFAST2

ST. GEORGE'S EPISCOPAL SCHOOL — ST. GEORGE'S EPISCOPAL SCHOOL RETIREMENT SAVINGS PLAN, Form 5500 (2024)

Original filing (PDF)20251209071213NAL0003330754001

ST. GEORGE'S EPISCOPAL SCHOOL

Form 5500-SF

FILING_RECEIVED

ST. GEORGE'S EPISCOPAL SCHOOL RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

27

Accounts w/ balance

10

Plan assets (EOY)

$777K

Net assets (EOY)

$777K

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ST. GEORGE'S EPISCOPAL SCHOOL

EIN

58-2249177

Address

103 BIRCH ST · MILNER, GA · 30257

Phone

(770) 358-9432

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-12-09

Pension benefit codes

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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