· 2022–2024 · DOL EFAST2

Simply Charlotte Mason, LLC — Simply Charlotte Mason, Form 5500 (2025)

Original filing (PDF)20260406220223NAL0009897315049

Simply Charlotte Mason, LLC

Form 5500-SF

FILING_RECEIVED

Simply Charlotte Mason 401(k) Plan

401(k) retirement plan · Simply Charlotte Mason, LLC's Simply Charlotte Mason 401(k) Plan held $1.1M in plan assets for 27 participants in 2025.

Active participants

27

Accounts w/ balance

28

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Compliance & integrity

100

Total plan cost

n/a

Plan health

40

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY CHARLOTTE MASON, LLC.

Plan sponsor

Name

SIMPLY CHARLOTTE MASON, LLC

EIN

20-3015411all filings

Address

930 NEW HOPE ROAD · #11-892 · LAWRENCEVILLE, GA · 30045

Phone

(678) 743-1388

Industry

Information / Tech / Media

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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