How big is St. Joseph Financial Services' plan?

St. Joseph Financial Services' plan reported $1.2M in assets and 42 participants for 2025.

Original filing (PDF)20260410220153NAL0018460944052

St. Joseph Financial Services

Name: St. Joseph Financial Services — St. Joseph Financial, Form 5500 (2025)
Creator: St. Joseph Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Joseph Financial Services 401(k) Plan

401(k) retirement plan · St. Joseph Financial Services' St. Joseph Financial Services 401(k) Plan held $1.2M in plan assets for 42 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

St. Joseph Financial Services' EIN is 83-2660738.

EIN 83-2660738

Plan number 001

Plan year 2025

ACK ID 20260410220153NAL0018460944052

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for St. Joseph Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

St. Joseph Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score