How big is DC Scholars Public Charter School's plan?

DC Scholars Public Charter School's plan reported $2.0M in assets and 173 participants for 2023.

Original filing (PDF)20250507131131NAL0023954802001

DC Scholars Public Charter School

Name: DC Scholars Public Charter School — DC Scholars, Form 5500 (2023)
Creator: DC Scholars Public Charter School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

DC Scholars Public Charter School 403(b) Retirement Plan

403(b) retirement plan · DC Scholars Public Charter School's DC Scholars Public Charter School 403(b) Retirement Plan held $2.0M in plan assets for 173 participants in 2023.

Signals · 4

Late participant contributions51% in single holding~128 bps in Sched C feesNo recordkeeper disclosed

Active participants

173

Accounts w/ balance

163

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

DC Scholars Public Charter School's EIN is 45-2544052.

EIN 45-2544052

Plan number 001

Plan year 2023

ACK ID 20250507131131NAL0023954802001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for DC Scholars Public Charter School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

DC Scholars Public Charter School's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 23K (8% of contributions).
Total administrative cost in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

DC SCHOLARS PUBLIC CHARTER SCHOOL

EIN

all filings

Address

5601 E. CAPITOL STREET, SE · WASHINGTON, DC · 20019

Phone

(202) 559-6138

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

JM&M

Trustee / custodian

Service providers (Schedule C)

1 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA INVESTMENT SERVICES	74-2794194	AUSTIN, TX	BROKERDEALER	$26K	—

Investments

19 direct securities· $1.9M(91% of reported assets)

Mutual Funds

$1.8M

13 holdings

Common Collective Trusts

$75K

2 holdings

Common Stocks

$13K

2 holdings

Other securities

$8K

2 holdings

					% of plan
The Vanguard Group Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$953K	46.6%
The Vanguard Group Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$311K	15.2%
The Vanguard Group Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$126K	6.1%
The Vanguard Group Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$107K	5.2%
The Vanguard Group Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$98K	4.8%
Fidelity Management Trust Company Fidelity 500 Index Fund	Common Collective Trusts	—	—	$72K	3.5%
The Vanguard Group Vanguard Target Retirement 2015 Inv	Mutual Funds	—	—	$60K	3.0%
Fidelity Management Trust Company Fidelity Advisor Int..Capital Appreciation Fund - Class Z	Mutual Funds	—	—	$46K	2.3%
Janus Henderson Investors Janus Henderson Small Cap Value Fund Class N	Mutual Funds	—	—	$32K	1.6%
The Vanguard Group Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$12K	0.6%
Standard Insurance Company Standard Stable Asset Fund Class II	Common Stocks	—	—	$12K	0.6%
Fidelity Management Trust Company Fidelity Small Cap Index	Mutual Funds	—	—	$11K	0.5%
The Vanguard Group Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$6K	0.3%
Prudential Financial PGIM Total Return Bond R6	Other securities	—	—	$5K	0.3%
The Vanguard Group Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$4K	0.2%
Fidelity Management Trust Company Fidelity Bond Index Fund	Common Collective Trusts	—	—	$3K	0.1%
MassMutual Financial MassMutual Premier High Yield I	Other securities	—	—	$3K	0.1%
American Century Investment Management, Inc. American Century Mid Cap Value Fund R6	Common Stocks	—	—	$1K	<0.1%
The Vanguard Group Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$1K	<0.1%