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Original filing (PDF)20250414041224NAL0000647587001
MOUNTAIN ISLAND DAY COMMUNITY CHARTER SCHOOL JACKSON DAY SCHOOL
Form 5500-SF
FILING_RECEIVED
MOUNTAIN ISLAND DAY COMM CHARTER SCHOOL 403B STRAT PLAN
403(b) retirement plan
Active participants
116
Accounts w/ balance
92
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOUNTAIN ISLAND DAY COMMUNITY CHARTER SCHOOL JACKSON DAY SCHOOL.
Plan sponsor
Name
MOUNTAIN ISLAND DAY COMMUNITY CHARTER SCHOOL JACKSON DAY SCHOOL
DBA
JACKSON DAY SCHOOL
EIN
01-0916385
Address
1209 LITTLE ROCK RD · CHARLOTTE, NC · 28214
Phone
(704) 391-5516
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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