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CHARLOTTE LAB SCHOOL, INC. — CHARLOTTE LAB SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260127132542NAL0003033009001
CHARLOTTE LAB SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
CHARLOTTE LAB SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
125
Accounts w/ balance
65
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
74
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHARLOTTE LAB SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
CHARLOTTE LAB SCHOOL, INC.
EIN
47-1006252
Address
2045 SUTTLE AVENUE · CHARLOTTE, NC · 28208
Phone
(704) 885-2346
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-27
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
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Knocking points off
No independent qualified public accountant (IQPA) named.
52% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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