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ACE CHARTER SCHOOL — ACE CHARTER SCHOOL 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251121175650NAL0010297232001
ACE CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
ACE CHARTER SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
106
Accounts w/ balance
78
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
85
/ 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
89
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
ACE CHARTER SCHOOL
.
Find decision makers
Plan sponsor
Name
ACE CHARTER SCHOOL
EIN
26-1570590
Address
1100 SHASTA AVE. #250 · SAN JOSE, CA · 95126
Phone
(408) 295-6008
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Filed 0.2 months past the 10.5-month grace window.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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