How big is Charter School Specialists Inc.'s plan?

Charter School Specialists Inc.'s plan reported $1.2M in assets and 30 participants for 2025.

Original filing (PDF)20260424083939NAL0003076819001

Charter School Specialists Inc.

Name: Charter School Specialists Inc. — Charter School, Form 5500 (2025)
Creator: Charter School Specialists Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charter School Specialists Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Charter School Specialists Inc.'s Charter School Specialists Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 30 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Charter School Specialists Inc.'s EIN is 34-2014197.

EIN 34-2014197

Plan number 001

Plan year 2025

ACK ID 20260424083939NAL0003076819001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charter School Specialists Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charter School Specialists Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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