Original filing (PDF)20251015063154NAL0001938467002

ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN

Name: ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN — ST LUKE'S EPISCOPAL SCHOOL EMPLOYEE RETIREMENT PLA, Form 5500 (2024)
Creator: ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN

Form 5500

FILING_RECEIVED

ST LUKE'S EPISCOPAL SCHOOL EMPLOYEE RETIREMENT PLA

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN.

Plan sponsor

Name

ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN

EIN

63-6005690all filings

Address

1400 UNIVERSITY BLVD SOUTH · MOBILE, AL · 366092947

Phone

(251) 666-2991

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

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $51K

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.

			% of plan
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	$51K	100.0%

1–1 of 1

Related plans

Similar-size Educational Services plans

WINSOR LEARNING, INC.

WINSOR LEARNING RETIREMENT SAVINGS PLAN

BERRY FOUNDATION

PRYOR LEARNING, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

MY BEST MUSIC ACADEMY LLC

MY BEST MUSIC ACADEMY, LLC 401(K) PLAN

RAISE LABS, INC.

RAISE LABS 401(K) PLAN

POLISHED ROCK LLC

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.