· 2022–2024 · DOL EFAST2

ST. GEORGE EPISCOPAL SCHOOL — TIAA-CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF ST. GEORGE, Form 5500 (2024)

Original filing (PDF)20251010155552NAL0007984385003

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

2

Accounts w/ balance

1

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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

52

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ST. GEORGE EPISCOPAL SCHOOL.

Plan sponsor

Name

ST. GEORGE EPISCOPAL SCHOOL

EIN

74-1749002all filings

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

002

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 providers

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