Original filing (PDF)20240912174232NAL0010482305001

SAINT JOSEPHS EPISCOPAL SCHOOL,

Name: SAINT JOSEPHS EPISCOPAL SCHOOL, — SAINT JOSEPHS EPISCOPAL SCHOOL 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: SAINT JOSEPHS EPISCOPAL SCHOOL,

Form 5500-SF

FILING_RECEIVED

SAINT JOSEPHS EPISCOPAL SCHOOL 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT JOSEPHS EPISCOPAL SCHOOL,.

Plan sponsor

Name

SAINT JOSEPHS EPISCOPAL SCHOOL,

EIN