Original filing (PDF)20251023151507NAL0001896881001

ST. JOSEPH SCHOOLS, INC.

Name: ST. JOSEPH SCHOOLS, INC. — ST. JOSEPH SCHOOLS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024)
Creator: ST. JOSEPH SCHOOLS, INC.

Form 5500-SF

FILING_RECEIVED

ST. JOSEPH SCHOOLS, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOSEPH SCHOOLS, INC..

Plan sponsor

Name

ST. JOSEPH SCHOOLS, INC.

EIN

74-6023700

Address

110 E. RED RIVER STREET · VICTORIA, TX · 77901

Phone

(361) 573-2446

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2025-10-23

Pension benefit codes

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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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