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Original filing (PDF)20251014143042NAL0006434002001
SAINT JOHNS SCHOOL
Form 5500
FILING_RECEIVED
SAINT JOHNS SCHOOL 1165 (E) PLAN 1165(E) PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
151
Accounts w/ balance
218
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAINT JOHNS SCHOOL.
Plan sponsor
Name
SAINT JOHNS SCHOOL
EIN
66-0199364
Address
1454 ASHFORD AVENUE · SAN JUAN, PR · 009071560
Phone
(787) 728-5343
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
2025-10-14
Pension benefit codes
3C · Not intended to be qualified
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GALINDEZ LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
21 direct securities· $6.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market (VMFXX) Money market fund, 1,301,674.54 shares | — | — | — | $1.3M | 19.7% | |
| Vanguard 500 Index Fund (VFIAX) Mutual fund, 2,048.76 shares | — | — | — | $1.1M | 16.9% | |
| Vanguard Target Retirement 2045 (VTIVX) Mutual fund, 22,175.02 shares | — | — | — | $658K | 10.0% | |
| Vanguard Target Retirement 2040 (VFORX) Mutual fund, 14,883.45 shares | — | — | — | $643K | 9.8% | |
| Vanguard Target Retirement 2030 (VTHRX) Mutual fund, 10,415.92 shares | — | — | — | $395K | 6.0% | |
| Vanguard Target Retirement 2035 (VTTHX) Mutual fund, 16,374.95 shares | — | — | — | $393K | 6.0% | |
| Vanguard Target Retirement 2050 (VFIFX) Mutual fund, 6,282.33 shares | — | — | — | $313K | 4.8% | |
| Vanguard Target Retirement 2055 (VFFVX) Mutual fund, 4,927.18 shares | — | — | — | $274K | 4.2% | |
| Vanguard Target Retirement 2020 (VTWNX) Mutual fund, 9,037.60 shares | — | — | — | $239K | 3.6% | |
| PIMCO Total Return Instl (PTTRX) Mutual fund, 22,982.53 shares | — | — | — | $195K | 3.0% | |
| Vanguard Target Retirement 2025 (VTTVX) Mutual fund, 9,799.33 shares | — | — | — | $183K | 2.8% | |
| Vanguard Total Bd Mkt Idx-Adm (VBTLX) Mutual fund, 19,289.56 shares | — | — | — | $183K | 2.8% | |
| Vanguard Intl Growth-Adm (Vwilx) Mutual fund, 1,450.00 shares | — | — | — | $147K | 2.2% | |
| Vanguard Target Retirement Income (VTINX) Mutual fund, 10,318.91 shares | — | — | — | $135K | 2.1% | |
| Vanguard Mid-Cap Growth Fund Mutual fund, 3,957.07 shares | — | — | — | $107K | 1.6% | |
| Vanguard Small Cap Index Adm (VSMAX) Mutual fund, 902.47 shares | — | — | — | $104K | 1.6% | |
| Vanguard Target Retirement 2060 (VTTSX) Mutual fund, 1,227.097 shares | — | — | — | $63K | 1.0% | |
| Vanguard Mid-Cap Index-Adm (VIMAX) Mutual fund, 140.054 shares | — | — | — | $46K | 0.7% | |
| Vanguard FTSE Fund (VFWAX) Mutual fund, 1,120.14 shares | — | — | — | $40K | 0.6% | |
| Vanguard Growth Index-Adm (VIGAX) Mutual fund, 105.028 shares | — | — | — | $22K | 0.3% | |
| Vanguard Target Retirement 2065 (VLXVX) Mutual fund, 106.708 shares | — | — | — | $4K | <0.1% |
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