Original filing (PDF)20250814160414NAL0022394962001

DISCOVERY CHARTER SCHOOL

Name: DISCOVERY CHARTER SCHOOL — DISCOVERY CHARTER SCHOOLS 403(B) PLAN, Form 5500 (2024)
Creator: DISCOVERY CHARTER SCHOOL

Form 5500-SF

FILING_RECEIVED

DISCOVERY CHARTER SCHOOLS 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$210K

Plan health score

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DISCOVERY CHARTER SCHOOL.

Plan sponsor

Name

DISCOVERY CHARTER SCHOOL

EIN

27-4310659all filings

Address

133 HOOVER DRIVE · ROCHESTER, NY · 14615

Phone

(585) 342-4032

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-14

Pension benefit codes

2L · 403(b)(1) annuity

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

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 providers

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