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Original filing (PDF)20250521110934NAL0002304115001
THE WILLIAMSBURG CHARTER HIGH SCHOOL
Form 5500
FILING_RECEIVED
THE WILLIAMSBURG CHARTER HIGH SCHOOL 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
108
Accounts w/ balance
154
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 70 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WILLIAMSBURG CHARTER HIGH SCHOOL.
Plan sponsor
Name
THE WILLIAMSBURG CHARTER HIGH SCHOOL
EIN
42-1624009
Address
198 VARET STREET · 8TH FLOOR · BROOKLYN, NY · 11206
Phone
(718) 782-9830
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WESTPORT BENEFITS GROUP | — | WESTPORT, CT | NONE | $21K | — |
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | NONE | $13K | — |
Investments
29 direct securities· $4.6M(98% of reported assets)
Uncategorized
$3.6M
28 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES T. Rowe Price Retirement 2045 | Mutual Funds | — | $48K | $1.1M | 22.7% | |
| T. Rowe Price Retirement 2040 | — | — | $26K | $799K | 16.8% | |
| T. Rowe Price Retirement 2050 | — | — | $29K | $558K | 11.8% | |
| T. Rowe Price Retire 2055 | — | — | $25K | $490K | 10.3% | |
| T. Rowe Price Retirement 2035 | — | — | $23K | $476K | 10.0% | |
| T. Rowe Price Retirement 2030 | — | — | $8K | $198K | 4.2% | |
| T. Rowe Price Reitre 2020 | — | — | $9K | $165K | 3.5% | |
| Vanguard 500 Index Admiral 265 | — | — | — | $144K | 3.0% | |
| MFS Growth Fund R3 696 | — | — | — | $126K | 2.7% | |
| T. Rowe Price Retirement 2025 | — | — | $8K | $125K | 2.6% | |
| 9.50% with maturities through 2051 | — | — | — | $124K | 2.6% | |
| T. Rowe Price Retire 2015 | — | — | $5K | $62K | 1.3% | |
| MFS Aggressive Growth Alloc - R4 | — | — | $1K | $42K | 0.9% | |
| Vanguard Small Cap Index Adm 366 | — | — | — | $42K | 0.9% | |
| MONEY MARKET FUND Invesco Government Money Market R | — | — | $41K | $41K | 0.9% | |
| Macquarie Small Cap Core Fund Instl | — | — | $1K | $33K | 0.7% | |
| MFS International Diversification Fund R3 | — | — | $1K | $32K | 0.7% | |
| American Funds American Balance R3 833 | — | — | — | $28K | 0.6% | |
| T. Rowe Price Retirement Balanced | — | — | $1K | $18K | 0.4% | |
| MFS Conservative Allocation 756 | — | — | — | $12K | 0.3% | |
| T. Rowe Price Equity Income R 284 | — | — | — | $10K | 0.2% | |
| MFS Total Return Bond Fund - R3 708 | — | — | — | $7K | 0.1% | |
| Templeton Global Bond Adv 859 | — | — | — | $6K | 0.1% | |
| T. Rowe Price Short-Term Bond | — | — | $1K | $5K | 0.1% | |
| ClearBridge International Growth Fund Class A 74 | — | — | — | $4K | <0.1% | |
| Vanguard FTSE All-World ex-US Index Admiral 122 | — | — | — | $4K | <0.1% | |
| MFS Growth Allocation R4 161 | — | — | — | $4K | <0.1% | |
| Vanguard Extended Market Index Admiral 13 | — | — | — | $2K | <0.1% | |
| T. Rowe Price Retirement 2065 118 | — | — | — | $2K | <0.1% |
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