Back to filter
Original filing (PDF)20251015200425NAL0002954899001
INNOVATION CHARTER HIGH SCHOOL
Form 5500
FILING_RECEIVED
INNOVATION CHARTER HIGH SCHOOL RETIREMENT PLAN
401(k) retirement plan
Active participants
65
Accounts w/ balance
95
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INNOVATION CHARTER HIGH SCHOOL.
Plan sponsor
Name
INNOVATION CHARTER HIGH SCHOOL
EIN
27-1736728
Address
410 EAST 100TH ST 2ND FL · NEW YORK, NY · 10029
Phone
(646) 734-8296
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $9K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $12K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using MORGAN STANLEY
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON PENSION AND SAVINGS PLAN MASTER TRUST
$22.7B
TENET HEALTHCARE CORPORATION
TENET HEALTHCARE CORPORATION 401(K) RETIREMENT SAVINGS PLAN
$8.7B · 103,052 participants
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
$5.9B · 22,140 participants
NEXTERA ENERGY, INC.
NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN
$5.3B · 15,485 participants
NATIONAL MEDICAL CARE, INC.
FRESENIUS MEDICAL CARE NORTH AMERICA 401(K) SAVINGS PLAN
$4.4B · 61,883 participants
Similar-size Educational Services plans
WTK SCHOOL CORPORATION
WTK SCHOOL CORPORATION 401(K) PLAN
$5.7M · 62 participants
AUSTIN WALDORF SCHOOL
AUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN
$5.7M · 63 participants
MCGLANNAN LEARNING SYSTEMS, INC.
MCGLANNAN LEARNING SYSTEMS, INC. 401K PLAN
$5.7M · 38 participants
ENGAGE! LEARNING, LLC
ENGAGE! LEARNING, LLC 401(K) PLAN
$5.6M · 62 participants
LTT ENTERPRISES INC
LTT ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$5.6M · 92 participants
KSS IMMERSION SCHOOL, INC.
KSS INC. 401(K) PLAN
$5.7M · 205 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B