How big is Tulsa Legacy Charter School's plan?

Tulsa Legacy Charter School's plan reported $420K in assets and 25 participants for 2024.

Original filing (PDF)20251013115505NAL0001254177001

Tulsa Legacy Charter School

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

Form 5500-SF

FILING_RECEIVED

Tulsa Legacy Charter School 403(b) Plan

403(b) retirement plan · Tulsa Legacy Charter School's Tulsa Legacy Charter School 403(b) Plan held $420K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

People on this filing

Carolyn Statum signed Tulsa Legacy Charter School's 2024 Form 5500 as plan administrator.

Carolyn Statum — 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

Tulsa Legacy Charter School's EIN is 45-2481410.

EIN 45-2481410

Plan number 001

Plan year 2024

ACK ID 20251013115505NAL0001254177001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tulsa Legacy Charter School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score