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Original filing (PDF)20250922154324NAL0002218131001
DREAM CHARTER SCHOOL
Form 5500
FILING_RECEIVED
DREAM CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
302
Accounts w/ balance
165
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
75
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 55% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DREAM CHARTER SCHOOL.
Plan sponsor
Name
DREAM CHARTER SCHOOL
EIN
26-1841386
Address
1991 2ND AVENUE · NEW YORK, NY · 10029
Phone
(646) 518-0706
Industry
Educational Servicessee 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
2025-09-22
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 34-1542819 | — | SERVICE PROVIDER | $0 | — |
Investments
36 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Index Solution 2055 P Z | — | — | — | $803K | 17.9% | |
| Vangrd Balanced Index Fnd Adm | — | — | — | $565K | 12.6% | |
| Voya Index Solution 2035 P Z | — | — | — | $533K | 11.9% | |
| Voya Index Solution 2060 P Z | — | — | — | $479K | 10.7% | |
| Fidelity 500 Index Fund | — | — | — | $420K | 9.4% | |
| American Funds Growth Fnd R6 | — | — | — | $319K | 7.1% | |
| Voya Index Solution 2050 P Z | — | — | — | $267K | 5.9% | |
| Vangrd Growth Index Fund Adm | — | — | — | $140K | 3.1% | |
| Voya Index Solution 2045 P Z | — | — | — | $125K | 2.8% | |
| Voya Fixed Account | — | — | — | $120K | 2.7% | |
| Vangrd LifeStrat Grw Fd Inv | — | — | — | $118K | 2.6% | |
| Vangrd Small-Cap Index Fnd Adm | — | — | — | $73K | 1.6% | |
| Vangrd Equity Income Fund Adm | — | — | — | $71K | 1.6% | |
| Vangrd Tot Bd Mkt Ind Fd Adm | — | — | — | $64K | 1.4% | |
| Vangrd Mid-Cap Grw Index Fd Adm | — | — | — | $64K | 1.4% | |
| Vangrd Mid-Cap Index Fund Adm | — | — | — | $59K | 1.3% | |
| American Funds Nw Prspctv R6 | — | — | — | $53K | 1.2% | |
| Voya Index Solution 2065 P Z | — | — | — | $51K | 1.1% | |
| Notes receivable from participants | — | — | — | $50K | 1.1% | |
| Vangrd Small-Cap Grw Index Fd Adm | — | — | — | $23K | 0.5% | |
| Vangrd Value Index Fund Adm | — | — | — | $21K | 0.5% | |
| Vangrd Tot Int Stk In F Adm | — | — | — | $16K | 0.4% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm | — | — | — | $14K | 0.3% | |
| PIMCO Income Fund Ins | — | — | — | $11K | 0.3% | |
| Voya Index Solution 2040 P Z | — | — | — | $7K | 0.2% | |
| PGIM High Yield Fund R6 | — | — | — | $6K | 0.1% | |
| American Funds EuroPacific R6 | — | — | — | $6K | 0.1% | |
| Vangrd Em Mkts Stk Ind Fd Adm | — | — | — | $5K | 0.1% | |
| Vangrd Real Estate Indx Adm | — | — | — | $5K | 0.1% | |
| Vangrd LifeStrat Cns Gr Fd Inv | — | — | — | $4K | <0.1% | |
| Vangrd Small-Cap Vl Index Fnd Adm | — | — | — | $2K | <0.1% | |
| DFA Infl-Prot Sec Port Ins | — | — | — | $779 | <0.1% | |
| Vangrd Tot Int Bnd In F Adm | — | — | — | $746 | <0.1% | |
| Vangrd LifeStrat Md Grw Fd Inv | — | — | — | $293 | <0.1% | |
| Voya Index Solution 2025 P Z | — | — | — | $19 | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $15 | <0.1% |
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