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Original filing (PDF)20250929110714NAL0004986979001
ARIZONA CHARTER SOLUTIONS
Form 5500
FILING_RECEIVED
ARIZONA CHARTER SOLUTIONS 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
274
Accounts w/ balance
346
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARIZONA CHARTER SOLUTIONS.
Plan sponsor
Name
ARIZONA CHARTER SOLUTIONS
EIN
45-2665218
Address
633 E. RAY ROAD, SUITE 132 · GILBERT, AZ · 85296
Phone
(480) 633-0414
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FESTER & CHAPMAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | HARTFORD, CT | INVESTMENT ADVISORY | $0 | — |
Investments
28 direct securities · 1 pooled fund· $8.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.5M
28 holdings
Pooled Separate Account
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294709 / PN 000 | Pooled Separate Account | — | — | $4.4M | 96.9% | |
| Voya Index Solution 2035 P Z Mutual Funds | — | — | — | $868K | 19.1% | |
| Voya Index Solution 2040 P Z Mutual Funds | — | — | — | $850K | 18.7% | |
| Voya Index Solution 2045 P Z Mutual Funds | — | — | — | $599K | 13.2% | |
| Voya Index Solution 2055 P Z Mutual Funds | — | — | — | $519K | 11.4% | |
| Voya Index Solution 2050 P Z Mutual Funds | — | — | — | $381K | 8.4% | |
| Voya Index Solution 2060 P Z Mutual Funds | — | — | — | $198K | 4.4% | |
| Voya Index Solution Inc P Z Mutual Funds | — | — | — | $119K | 2.6% | |
| Voya Index Solution 2030 P Z Mutual Funds | — | — | — | $115K | 2.5% | |
| Voya American Funds Am Balanced R6 Mutual Funds | — | — | — | $115K | 2.5% | |
| Voya American Funds AMCAP Fund R6 Mutual Funds | — | — | — | $99K | 2.2% | |
| Loan with interest at 4.25% - 9.50% due through 2029 | — | — | — | $83K | 1.8% | |
| Voya Index Solution 2025 P Z Mutual Funds | — | — | — | $82K | 1.8% | |
| Voya American Funds Wash Mutual R6 Mutual Funds | — | — | — | $71K | 1.6% | |
| Voya PIMCO Income Fund Ins Mutual Funds | — | — | — | $69K | 1.5% | |
| Voya Index Solution 2065 P Z Mutual Funds | — | — | — | $58K | 1.3% | |
| Voya Vangrd Small-Cap Index Fnd Adm Mutual Funds | — | — | — | $54K | 1.2% | |
| Voya Vangrd Mid-Cap Index Fund Adm Mutual Funds | — | — | — | $49K | 1.1% | |
| Voya Vangrd 500 Index Fund Adm Mutual Funds | — | — | — | $49K | 1.1% | |
| Voya American Funds Nw Prspctv R6 Mutual Funds | — | — | — | $46K | 1.0% | |
| Voya DFA US Targeted Vl Port Ins Mutual Funds | — | — | — | $13K | 0.3% | |
| Voya MFS Mid Cap Value Fund R6 Mutual Funds | — | — | — | $12K | 0.3% | |
| Voya Mid Cap Opport Port R6 Mutual Funds | — | — | — | $10K | 0.2% | |
| Voya Vangrd Tot Int Stk In F Adm Mutual Funds | — | — | — | $8K | 0.2% | |
| Voya Vangrd Em Mkts Stk Ind Fd Adm Mutual Funds | — | — | — | $6K | 0.1% | |
| Voya AB Global Bond Fund Z Mutual Funds | — | — | — | $1K | <0.1% | |
| Voya DFA Infl-Prot Sec Port Ins Mutual Funds | — | — | — | $1K | <0.1% | |
| Voya DFA Real Estate Secs Port Ins Mutual Funds | — | — | — | $1K | <0.1% | |
| Voya PGIM High Yield Fund R6 Mutual Funds | — | — | — | $1K | <0.1% |
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