Original filing (PDF)20260715151236NAL0004137904001

St. John's Country Day School

Name: St. John's Country Day School — St. John's Country, Form 5500 (2024)
Creator: St. John's Country Day School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

St. John's Country Day School 403(b) Plan

403(b) retirement plan · St. John's Country Day School's St. John's Country Day School 403(b) Plan held $11.8M in plan assets for 77 participants in 2024, with Empower as recordkeeper.

Active participants

Accounts w/ balance

148

Plan assets (EOY)

$11.8M

Net assets (EOY)

$11.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ST. JOHN'S COUNTRY DAY SCHOOL

EIN

59-0700127all filings

Address

3100 DOCTORS LAKE DR · ORANGE PARK, FL · 320736926

Phone

(904) 264-9572

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-07-15

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

SVA CERTIFICATION PUBLIC ACCOUNTANT

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$25K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$486	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $63K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.