· 2022–2024 · DOL EFAST2

THE LEWIS CHATMAN ACADEMY — THE LEWIS CHATMAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250422135202NAL0002346355001

THE LEWIS CHATMAN ACADEMY

Form 5500-SF

FILING_RECEIVED

THE LEWIS CHATMAN ACADEMY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

34

Accounts w/ balance

4

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

Plan health score

81

/ 100

Grade B

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

32

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LEWIS CHATMAN ACADEMY.

Plan sponsor

Name

THE LEWIS CHATMAN ACADEMY

EIN

26-3929548

Address

1 MARKET ST · PATERSON, NJ · 075011703

Phone

(551) 587-0353

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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