· 2022–2024 · DOL EFAST2

ST. ELIZABETH SHELTER CORPORATION — ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250718151918NAL0001029859001

ST. ELIZABETH SHELTER CORPORATION

Form 5500-SF

FILING_RECEIVED

ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN

403(b) retirement plan

Active participants

37

Accounts w/ balance

17

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan health score

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

100

Total plan cost

n/a

Plan health

43

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th 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. ELIZABETH SHELTER CORPORATION.

Plan sponsor

Name

ST. ELIZABETH SHELTER CORPORATION

EIN

85-0347650

Address

804 ALARID STREET · SANTA FE, NM · 87505

Phone

(505) 982-6611

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2L · 403(b)(1) annuity

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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