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Original filing (PDF)20250923120719NAL0002543203001
SAINT PAUL'S SCHOOL, INC.
Form 5500
FILING_RECEIVED
SAINT PAUL'S SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
75
Accounts w/ balance
176
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT PAUL'S SCHOOL, INC..
Plan sponsor
Name
SAINT PAUL'S SCHOOL, INC.
EIN
59-1220745
Address
1600 SAINT PAULS DR. · CLEARWATER, FL · 337646461
Phone
(727) 533-4524
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $3K | — |
Investments
40 direct securities · 1 pooled fund· $7.8M(100% 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.
Uncategorized
$7.6M
40 holdings
Pooled Separate Account
$173K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CREF | — | — | — | $1.3M | 17.3% | |
| TIAA | — | — | — | $845K | 10.9% | |
| CREF | — | — | — | $821K | 10.6% | |
| CREF | — | — | — | $757K | 9.7% | |
| TIAA | — | — | — | $683K | 8.8% | |
| State Street Investment Management | — | — | — | $627K | 8.1% | |
| TIAA | — | — | — | $464K | 6.0% | |
| State Street Investment Management | — | — | — | $380K | 4.9% | |
| CREF | — | — | — | $302K | 3.9% | |
| CREF | — | — | — | $251K | 3.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $173K | 2.2% | |
| CREF | — | — | — | $137K | 1.8% | |
| TIAA | — | — | — | $121K | 1.6% | |
| State Street Investment Management | — | — | — | $102K | 1.3% | |
| CREF | — | — | — | $99K | 1.3% | |
| TIAA | — | — | — | $79K | 1.0% | |
| TIAA | — | — | — | $71K | 0.9% | |
| TIAA | — | — | — | $66K | 0.9% | |
| State Street Investment Management | — | — | — | $53K | 0.7% | |
| CREF | — | — | — | $49K | 0.6% | |
| BlackRock | — | — | — | $37K | 0.5% | |
| TIAA | — | — | — | $36K | 0.5% | |
| TIAA | — | — | — | $36K | 0.5% | |
| TIAA | — | — | — | $33K | 0.4% | |
| TIAA | — | — | — | $33K | 0.4% | |
| TIAA | — | — | — | $29K | 0.4% | |
| TIAA | — | — | — | $23K | 0.3% | |
| TIAA | — | — | — | $23K | 0.3% | |
| Schwab Funds | — | — | — | $20K | 0.3% | |
| TIAA | — | — | — | $19K | 0.2% | |
| Franklin Templeton Investments | — | — | — | $18K | 0.2% | |
| TIAA | — | — | — | $5K | <0.1% | |
| MFS | — | — | — | $5K | <0.1% | |
| TIAA | — | — | — | $5K | <0.1% | |
| TIAA | — | — | — | $3K | <0.1% | |
| PGIM Investments | — | — | — | $2K | <0.1% | |
| TIAA | — | — | — | $1K | <0.1% | |
| American Century Investments | — | — | — | $1K | <0.1% | |
| TIAA | — | — | — | $633 | <0.1% | |
| TIAA | — | — | — | $327 | <0.1% | |
| TIAA | — | — | — | $72 | <0.1% |
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