Back to filter
Original filing (PDF)20251010155552NAL0007984385002
ST. GEORGE EPISCOPAL SCHOOL
Form 5500-SF
FILING_RECEIVED
TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF ST. GEORGE
403(b) retirement plan
Active participants
58
Accounts w/ balance
124
Plan assets (EOY)
$10.6M
Net assets (EOY)
$10.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. GEORGE EPISCOPAL SCHOOL.
Plan sponsor
Name
ST. GEORGE EPISCOPAL SCHOOL
EIN
74-1749002
Address
6900 WEST AVENUE · SAN ANTONIO, TX · 782131820
Phone
(210) 342-4263
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
WASHINGTON RESEARCH LIBRARY CONSORTIUM
WASHINGTON RESEARCH LIBRARY CONSORTIUM DC RETIREMENT PLAN
$10.6M · 15 participants
AMERICAN RIVERS INC.
AMERICAN RIVERS INC. 403(B) PLAN
$10.6M · 87 participants
PENNSYLVANIA INSTITUTE OF TECHNOLOGY
PENNSYLVANIA INSTITUTE OF TECHNOLOGY DEFINED CONTRIBUTION PLAN
$10.6M · 123 participants
SEA EDUCATION ASSOCIATION INC
SEA EDUCATION ASSOCIATION 403B DC PLAN
$10.6M · 42 participants
TEXAS MEDICAL CAREERS LIMITED DB
THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN
$10.6M · 847 participants
WMHT EDUCATIONAL TELECOMMUNICATIONS
WMHT EDUCATIONAL TELECOMMUNICATIONS, INC. 403(B)
$10.6M · 35 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants