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Original filing (PDF)20250916130637NAL0001193075001
RIVERHEAD CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
RIVERHEAD CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
125
Accounts w/ balance
54
Plan assets (EOY)
$949K
Net assets (EOY)
$949K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
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 RIVERHEAD CHARTER SCHOOL.
Plan sponsor
Name
RIVERHEAD CHARTER SCHOOL
EIN
11-3533719
Address
3685 MIDDLE COUNTRY RD. · CALVERTON, NY · 11933
Phone
(631) 369-5800
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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