· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SURRY VILLAGE CHARTER SCHOOL — SURRY VILLAGE CHARTER SCHOOL 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260323090227NAL0001821107001
SURRY VILLAGE CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
SURRY VILLAGE CHARTER SCHOOL 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
17
Plan assets (EOY)
$720K
Net assets (EOY)
$720K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SURRY VILLAGE CHARTER SCHOOL
.
Find decision makers
Plan sponsor
Name
SURRY VILLAGE CHARTER SCHOOL
EIN
20-4802176
Address
449 ROUTE 12A · SURRY, NH · 03431
Phone
(603) 357-9700
Industry
Educational Services
see 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
2026-03-23
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
Related plans
Similar-size Educational Services plans
CARIBBEAN UNIVERSITY, INC.
CARIBBEAN UNIVERSITY RETIREMENT PLAN
$720K · 187 participants
AUSTRALIAN PHYSIOTHERAPY CENTERS
AUSTRALIAN PHYSIOTHERAPY 401K PROFIT SHARING PLAN
$720K · 4 participants
PURE EDGE, INC.
PURE EDGE, INC. 403(B) PLAN
$719K · 4 participants
SYNOCATE, INC.
SYNOCATE 401(K) PLAN
$719K · 67 participants
PCI GLOBAL, INC
PCI GLOBAL, INC. 401(K) PROFIT SHARING PLAN
$719K · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BROOKLYN INDEPENDENT
BROOKLYN INDEPENDENT 403(B) PLAN
$721K · 12 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
