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Sponsor portfolio

NOTRE DAME DE LOURDES

EIN 16-0791040-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
139
1400 MAPLE AVE - ELMIRA, NY 149040000607-734-2267
Plans on this EIN
2 filings
#002403b-$2.8M - 74 part#003MoneyPurchase-$1.7M - 65 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • TDA 403B PLAN (#002)62%
  • GROUP RETIREMENT ANNUITY (#003)38%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TDA 403B PLAN (#002)74
  • GROUP RETIREMENT ANNUITY (#003)65
Total 139Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NOTRE DAME HIGH SCHOOL TDA 403B PLAN

403b

Assets$2.8M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITY

MoneyPurchase

Assets$1.7M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NOTRE DAME HIGH SCHOOL TDA 403B PLAN403b$2.8M742024
003NOTRE DAME HIGH SCHOOL GRA QUALIFIED GROUP RETIREMENT ANNUITYMoneyPurchase$1.7M652024
Retirement plans
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