Original filing (PDF)20260129163723NAL0006268432001

SOUTH BUFFALO CHARTER SCHOOL

Name: SOUTH BUFFALO CHARTER SCHOOL — SOUTH BUFFALO CHARTER SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: SOUTH BUFFALO CHARTER SCHOOL

Form 5500-SF

FILING_RECEIVED

SOUTH BUFFALO CHARTER SCHOOL 403(B) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

162

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTH BUFFALO CHARTER SCHOOL.

Plan sponsor

Name

SOUTH BUFFALO CHARTER SCHOOL

EIN

16-1586423

Address

154 SOUTH OGDEN ST · BUFFALO, NY · 14210

Phone

(716) 826-7213

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-29

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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