How big is South Buffalo Charter School's plan?

South Buffalo Charter School's plan reported $1.9M in assets and 162 participants for 2024.

Original filing (PDF)20260129163723NAL0006268432001

South Buffalo Charter School

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

Form 5500-SF

FILING_RECEIVED

South Buffalo Charter School 403(b) Plan

401(k) retirement plan · South Buffalo Charter School's South Buffalo Charter School 403(b) Plan held $1.9M in plan assets for 162 participants in 2024.

Signals · 1

No auditor on file

Active participants

162

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Christine Petrie signed South Buffalo Charter School's 2024 Form 5500 as plan administrator.

Christine Petrie — 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

South Buffalo Charter School's EIN is 16-1586423.

EIN 16-1586423

Plan number 001

Plan year 2024

ACK ID 20260129163723NAL0006268432001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

South Buffalo Charter School's plan includes ERISA 404(c) participant direction, a 401(k) feature, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score