How big is San Roque Charitable Trust's plan?

San Roque Charitable Trust's plan reported $799K in assets for 2024.

Original filing (PDF)20251014115922NAL0003862272001

San Roque Charitable Trust

Name: San Roque Charitable Trust — San Roque School, Form 5500 (2024)
Creator: San Roque Charitable Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Roque School Charitable Trust 401(k) PSP

401(k) retirement plan · San Roque Charitable Trust's San Roque School Charitable Trust 401(k) PSP reported $799K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$799K

Net assets (EOY)

$799K

People on this filing

Angela Jevons signed San Roque Charitable Trust's 2024 Form 5500 as plan administrator.

Angela Jevons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

San Roque Charitable Trust's EIN is 71-6194026.

EIN 71-6194026

Plan number 001

Plan year 2024

ACK ID 20251014115922NAL0003862272001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Roque Charitable Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Roque Charitable Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN ROQUE CHARITABLE TRUST.

Finding similar companies…

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