Original filing (PDF)20250923100124NAL0007162544001

ST. MARY'S EPISCOPAL DAY SCHOOL

Name: ST. MARY'S EPISCOPAL DAY SCHOOL — TIAA CREF RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS OF ST. MARY'S EPISCOPAL DAY SCHOOL, Form 5500 (2024)
Creator: ST. MARY'S EPISCOPAL DAY SCHOOL

Form 5500-SF

FILING_RECEIVED

TIAA CREF RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS OF ST. MARY'S EPISCOPAL DAY SCHOOL

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

ST. MARY'S EPISCOPAL DAY SCHOOL

EIN

59-1985294

Address

2101 S HUBERT AVE · TAMPA, FL · 336295648

Phone

(813) 258-5508

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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