Original filing (PDF)20260115101215NAL0032159538001

ST MARY COMMUNITY ACTION AGENCY INC

Name: ST MARY COMMUNITY ACTION AGENCY INC — ST MARY COMMUNITY ACTION AGENCY INC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: ST MARY COMMUNITY ACTION AGENCY INC

Form 5500

FILING_RECEIVED

ST MARY COMMUNITY ACTION AGENCY INC 401(K) PLAN & TRUST

401(k) retirement plan

Signals · 2

100% in single holdingNo recordkeeper disclosed

Active participants

166

Accounts w/ balance

147

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST MARY COMMUNITY ACTION AGENCY INC.

Plan sponsor

Name

ST MARY COMMUNITY ACTION AGENCY INC

EIN

72-0643183

Address

PO BOX 271 · FRANKLIN, LA · 705380271

Phone

(337) 828-5705

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2026-01-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

ERICKSEN KRENTEL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $1.6M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	SFB LIFE INSURANCE GROUP DEPOSIT FUND CONTRACT – N/A	—	—	—	$1.6M	99.5%

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