What public Form 5500 filings show about the Charter School Specialists Inc. 401(k) plan — and how to find and check your own account.
Charter School Specialists Inc. (EIN 34-2014197) reports CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $1.2M in plan assets across 30 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Charter School Specialists Inc. filing — schedules, fees, and providers.
Charter School Specialists Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Charter School Specialists Inc.HR for the recordkeeper’s name and login.
