Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ST. LUKES EPISCOPAL SCHOOL OF SAN ANTONIO
EIN 74-1166903Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
83
15 ST. LUKE'S LN. - THE WOODLANDS, TX 77380210-826-0664
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 83 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#002
COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN
401k
Assets$2.1M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 403(B) PLAN
403b
Assets$20K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPLIANCE 401(K) MULTIPLE EMPLOYER PLAN | 401k | $2.1M | 80 | 2024 | |
| 001 | ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 403(B) PLAN | 403b | $20K | 3 | 2024 |
Retirement plans