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Original filing (PDF)20250929133604NAL0005057027001
LOGOS CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
LOGOS CHARTER SCHOOL 403(B) PLAN
Defined-contribution retirement plan
Active participants
118
Accounts w/ balance
18
Plan assets (EOY)
$173K
Net assets (EOY)
$173K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 15% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGOS CHARTER SCHOOL.
Plan sponsor
Name
LOGOS CHARTER SCHOOL
EIN
27-1643351
Address
1203 NORTH ROSS LANE · MEDFORD, OR · 97501
Phone
(541) 842-1924
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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