How big is Icahn Charter School 1's plan?

Icahn Charter School 1's plan reported $21.9M in assets and 325 participants for 2024.

Original filing (PDF)20250904093905NAL0009619779001

Icahn Charter School 1

Name: Icahn Charter School 1 — Icahn Charter School, Form 5500 (2024)
Creator: Icahn Charter School 1
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Icahn Charter School Retirement Savings Plan

403(b) retirement plan · Icahn Charter School 1's Icahn Charter School Retirement Savings Plan held $21.9M in plan assets for 325 participants in 2024, with T. Rowe Price as recordkeeper.

Signals · 2

Late participant contributions77% employer stock

Active participants

325

Accounts w/ balance

303

Plan assets (EOY)

$21.9M

Net assets (EOY)

$21.9M

People on this filing

Richard Santiago signed Icahn Charter School 1's 2024 Form 5500 as plan administrator.

Richard Santiago — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Icahn Charter School 1's EIN is 13-4166657.

EIN 13-4166657

Plan number 001

Plan year 2024

ACK ID 20250904093905NAL0009619779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Icahn Charter School 1 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Icahn Charter School 1's plan includes 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ICAHN CHARTER SCHOOL 1.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 17K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

ICAHN CHARTER SCHOOL 1

EIN

all filings

Address

1500 PELHAM PARKWAY SOUTH · BRONX, NY · 10461

Phone

(718) 794-2341

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-04

Pension benefit codes

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$38K	—

Investments

29 direct securities· $21.9M(100% of reported assets)

Common Stocks

$17.0M

17 holdings

Common Collective Trusts

$2.2M

5 holdings

Other securities

$2.1M

3 holdings

Mutual Funds

$714K

3 holdings

Cash / Money Market

$7K

1 holding

					% of plan
T. Rowe Price Trust Company Retirement 2055 Fund	Common Stocks	—	—	$2.6M	11.6%
T. Rowe Price Trust Company Retirement 2050 Fund	Common Stocks	—	—	$2.1M	9.7%
T. Rowe Price Trust Company U.S. Treasury Money Fund	Common Stocks	—	—	$2.1M	9.6%
T. Rowe Price Trust Company Retirement 2040 Fund	Common Stocks	—	—	$1.9M	8.6%
T. Rowe Price Trust Company Retirement 2035 Fund	Common Stocks	—	—	$1.5M	7.0%
Fidelity Investments 500 index fund	Common Collective Trusts	—	—	$1.5M	6.7%
T. Rowe Price Trust Company Retirement 2060 Fund	Common Stocks	—	—	$1.4M	6.3%
T. Rowe Price Trust Company Retirement 2045 Fund	Common Stocks	—	—	$1.2M	5.4%
J.P Morgan Asset Management Large Cap Growth R6	Other securities	—	—	$1.1M	5.1%
T. Rowe Price Trust Company Retirement 2030 Fund	Common Stocks	—	—	$1.0M	4.7%
T. Rowe Price Trust Company Mid-Cap Growth Fund	Common Stocks	—	—	$923K	4.2%
T. Rowe Price Trust Company Equity Income Fund	Common Stocks	—	—	$709K	3.2%
Macquarie Small Cap Core Inst	Other securities	—	—	$635K	2.9%
T. Rowe Price Trust Company Retirement 2005 Fund	Common Stocks	—	—	$494K	2.2%
Capital Group American Funds Europac GRW R6	Mutual Funds	—	—	$312K	1.4%
with varying maturities through September 2036	Other securities	—	—	$303K	1.4%
Fidelity Investments Small Cap Index Fund	Common Collective Trusts	—	—	$298K	1.4%
Vanguard Selected Value	Mutual Funds	—	—	$289K	1.3%
T. Rowe Price Trust Company Retirement 2020 Fund	Common Stocks	—	—	$279K	1.3%
T. Rowe Price Trust Company Retirement 2025 Fund	Common Stocks	—	—	$277K	1.3%
Fidelity Investments Mid Cap Index Fund	Common Collective Trusts	—	—	$197K	0.9%
T. Rowe Price Trust Company Short-Term Bond Fund	Common Stocks	—	—	$179K	0.8%
T. Rowe Price Trust Company Dividend Growth Fund	Common Stocks	—	—	$173K	0.8%
T. Rowe Price Trust Company Retirement 2065 Fund	Common Stocks	—	—	$127K	0.6%
Fidelity Investments Total Bond K6	Mutual Funds	—	—	$113K	0.5%
Fidelity Investments Total Intl Index Fund	Common Collective Trusts	—	—	$105K	0.5%
Fidelity Investments US Bond Index Fund	Common Collective Trusts	—	—	$101K	0.5%
Cohen & Steers Capital Management, Inc. Instl Realty	Common Stocks	—	—	$20K	<0.1%
T. Rowe Price Trust Company Government Money Market Fund	Cash / Money Market	—	—	$7K	<0.1%