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Original filing (PDF)20251114085410NAL0002294033001
ST. JOHN'S EPISCOPAL SCHOOL
Form 5500-SF
FILING_RECEIVED
ST. JOHN'S 401(K) PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
47
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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. JOHN'S EPISCOPAL SCHOOL.
Plan sponsor
Name
ST. JOHN'S EPISCOPAL SCHOOL
EIN
75-1915144
Address
1600 SHERMAN DRIVE · ABILENE, TX · 79605
Phone
(325) 695-8870
Industry
Other Services (ex. Public Admin)see 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
2025-11-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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