Original filing (PDF)20251013150808NAL0000745283001

SOCIETY OF ST. VINCENT DE PAUL

Name: SOCIETY OF ST. VINCENT DE PAUL — 403(B) THRIFT PLAN FOR EMPLOYEES OF SOCIETY OF ST. VINCENT DE PAUL SOUTH PINELLAS, INC., Form 5500 (2024)
Creator: SOCIETY OF ST. VINCENT DE PAUL

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF SOCIETY OF ST. VINCENT DE PAUL SOUTH PINELLAS, INC.

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

330

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOCIETY OF ST. VINCENT DE PAUL.

Plan sponsor

Name

SOCIETY OF ST. VINCENT DE PAUL

EIN

59-2380770

Address

384 15TH ST N · ST PETERSBURG, FL · 337052016

Phone

(727) 954-7950

Industry

Other Services (ex. Public Admin)see 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

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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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