Original filing (PDF)20260128070054NAL0004036593001

ST. JOHN'S COUNTRY DAY SCHOOL

Name: ST. JOHN'S COUNTRY DAY SCHOOL — ST. JOHN'S COUNTRY DAY SCHOOL 403(B) PLAN, Form 5500 (2023)
Creator: ST. JOHN'S COUNTRY DAY SCHOOL

Form 5500

FILING_RECEIVED

ST. JOHN'S COUNTRY DAY SCHOOL 403(B) PLAN

403(b) retirement plan

Signals · 1

Late filing · 5.4 mo

Active participants

Accounts w/ balance

125

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

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 (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHN'S COUNTRY DAY SCHOOL.

Plan sponsor

Name

ST. JOHN'S COUNTRY DAY SCHOOL

EIN

59-0700127

Address

3100 DOCTORS LAKE DR · ORANGE PARK, FL · 320736926

Phone

(904) 264-9572

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2026-01-28

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

SVA CERTIFICATED PUBLIC ACCOUNTANTS

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER LIFE & ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$26K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINACIAL	—	SAN DIEGO, CA	INVESTMENT ADVISOR	$1K	—
J W COLE INSURACE SERVICE INC	—	TAMPA, FL	BROKER/ADVISOR	—	—

TPA / Administrator

Investments

1 pooled fund· $76K(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.

Investment	Type	Current value	% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$76K	0.7%

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