Original filing (PDF)20250616143426NAL0001551456001

ALL SAINTS EPISCOPAL SCHOOL

Name: ALL SAINTS EPISCOPAL SCHOOL — ALL SAINTS EPISCOPAL SCHOOL RETIREMENT PLAN, Form 5500 (2023)
Creator: ALL SAINTS EPISCOPAL SCHOOL

Form 5500-SF

FILING_RECEIVED

ALL SAINTS EPISCOPAL SCHOOL RETIREMENT PLAN

403(b) retirement plan

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan health score

/ 100

Grade B

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALL SAINTS EPISCOPAL SCHOOL.

Plan sponsor

Name

ALL SAINTS EPISCOPAL SCHOOL

EIN

75-6004580

Address

3222 103 RD STREET · LUBBOCK, TX · 79423

Phone

(806) 745-7701

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

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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