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Original filing (PDF)20241015133924NAL0016510067002
SAINT JAMES SCHOOL
Form 5500
FILING_RECEIVED
SAINT JAMES SCHOOL RETIREMENT
403(b) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$12.5M
Net assets (EOY)
$12.5M
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)
91
/ 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
92
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Filed 2.0 months past the 10.5-month grace window.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT JAMES SCHOOL.
Plan sponsor
Name
SAINT JAMES SCHOOL
EIN
63-0366280
Address
6010 VAUGHN ROAD · MONTGOMERY, AL · 361161206
Phone
(334) 273-3010
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-09-30
Filed
2024-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARR, RIGGS & INGRAM, L.L.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARR, RIGGS AND INGRAM, LLC | 72-1396621 | MONTGOMERY, AL | — | $8K | — |
Investments
1 pooled fund· $0(0% 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 | $0 | <0.1% |