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Sponsor portfolioTH

OUR LADY OF MERCY SCHOOL FOR YOUNG WOMEN

EIN 16-0823543-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
105
1437 BLOSSOM ROAD - ROCHESTER, NY 14610585-288-7120
Plans on this EIN
2 filings
#001403b-$9.0M - 102 part#002403b-$122K - 3 part

Retirement portfolio analytics

2 plans aggregated / $9.1M assets / 105 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • 403(B) DC PLAN (#001)99%
  • 403(B) TDA PLAN (#002)1%
Total $9.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) DC PLAN (#001)102
  • 403(B) TDA PLAN (#002)3
Total 105Click 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#001

OUR LADY OF MERCY HIGH SCHOOL 403(B) DC PLAN

403b

Assets$9.0M
Participants102
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

OUR LADY OF MERCY HIGH SCHOOL 403(B) TDA PLAN

403b

Assets$122K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001OUR LADY OF MERCY HIGH SCHOOL 403(B) DC PLAN403b$9.0M1022024
002OUR LADY OF MERCY HIGH SCHOOL 403(B) TDA PLAN403b$122K32024
Retirement plans
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