How big is Erie Elementary Charter School's plan?

Erie Elementary Charter School's plan reported $1.5M in assets and 65 participants for 2024.

Original filing (PDF)20250904205235NAL0034573602001

Erie Elementary Charter School

Name: Erie Elementary Charter School — Erie Elementary, Form 5500 (2024)
Creator: Erie Elementary Charter School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erie Elementary Charter School 403(b) Plan

401(k) retirement plan · Erie Elementary Charter School's Erie Elementary Charter School 403(b) Plan held $1.5M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Heather Stewart signed Erie Elementary Charter School's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Erie Elementary Charter School's EIN is 37-1504399.

EIN 37-1504399

Plan number 001

Plan year 2024

ACK ID 20250904205235NAL0034573602001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Erie Elementary Charter School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Erie Elementary Charter School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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