How big is San Diego Charter's plan?

San Diego Charter's plan reported $251K in assets and 12 participants for 2024.

Original filing (PDF)20250512170856NAL0038321586001

San Diego Charter

Name: San Diego Charter — San Diego Charter 401(k) P/S, Form 5500 (2024)
Creator: San Diego Charter
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

San Diego Charter 401(k) P/S Plan

401(k) retirement plan · San Diego Charter's San Diego Charter 401(k) P/S Plan held $251K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$251K

Net assets (EOY)

$251K

People on this filing

Melissa Satterfield signed San Diego Charter's 2024 Form 5500 as plan administrator.

Melissa Satterfield — 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

San Diego Charter's EIN is 20-1912006.

EIN 20-1912006

Plan number 001

Plan year 2024

ACK ID 20250512170856NAL0038321586001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

San Diego Charter's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off