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FRIENDS OF EXCEL ACADEMY CHARTER SC — FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250717115739NAL0000373314001
FRIENDS OF EXCEL ACADEMY CHARTER SC
Form 5500-SF
FILING_RECEIVED
FRIENDS OF EXCEL ACADEMY CHARTER SCHOOLS INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
27
Accounts w/ balance
42
Plan assets (EOY)
$845K
Net assets (EOY)
$845K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FRIENDS OF EXCEL ACADEMY CHARTER SC
.
Find decision makers
Plan sponsor
Name
FRIENDS OF EXCEL ACADEMY CHARTER SC
EIN
30-0211613
Address
58 MOORE ST · EAST BOSTON, MA · 02128
Phone
(917) 612-5121
Industry
Educational Services
see 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
2025-07-17
Pension benefit codes
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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DBA SPORTS INC.
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