Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST LUKES EPISCOPAL SCHOOL RETIREMENT FUN
EIN 63-6005690Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
127
1400 UNIVERSITY BLVD SOUTH - MOBILE, AL 366092947251-666-2991
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 127 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ST LUKE'S EPISCOPAL SCHOOL EMPLOYEE RETIREMENT PLA
403b
Assets$4.0M
Participants94
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ST LUKES EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLA
403b
Assets$259K
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST LUKE'S EPISCOPAL SCHOOL EMPLOYEE RETIREMENT PLA | 403b | $4.0M | 94 | 2024 | |
| 002 | ST LUKES EPISCOPAL SCHOOL TAX DEFERRED ANNUITY PLA | 403b | $259K | 33 | 2024 |
Retirement plans