Original filing (PDF)20250501130500NAL0002284803001

THE CHARTER HIGH SCHOOL

Name: THE CHARTER HIGH SCHOOL — CHSLSJ 403(B) PLAN, Form 5500 (2024)
Creator: THE CHARTER HIGH SCHOOL

Form 5500-SF

FILING_RECEIVED

CHSLSJ 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHARTER HIGH SCHOOL.

Plan sponsor

Name

THE CHARTER HIGH SCHOOL

EIN

46-4361220

Address

1960 UNIVERSITY AVENUE · BRONX, NY · 10453

Phone

(347) 696-0042

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

2025-05-01

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

THE LEARNING LAMP

THE LEARNING LAMP 403(B) PLAN

$1.3M · 75 participants

PHILLIPS EXETER ACADEMY

PHILLIPS EXETER ACADEMY RETIREMENT PLAN

$1.3M

HOPE CHINESE CHARTER SCHOOL

HOPE CHINESE CHARTER SCHOOL 403(B) PLAN

$1.3M · 63 participants

CHRISTIAN EDUCATION, INC. DBA EZ

CHRISTIAN EDUCATION, INC EMPLOYEES RETIREMENT PLAN

$1.3M · 127 participants

CALIFORNIA CHARTER SCHOOLS EWBT

CCSA EMPLOYEE BENEFIT WELFARE TRUST DBA CHARTERLIFE C/O BRMS