How big is Charlotte Lab School, Inc.'s plan?

Charlotte Lab School, Inc.'s plan reported $1.7M in assets and 125 participants for 2024.

Original filing (PDF)20260127132542NAL0003033009001

Charlotte Lab School, Inc.

Name: Charlotte Lab School, Inc. — Charlotte Lab School, Form 5500 (2024)
Creator: Charlotte Lab School, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlotte Lab School 403(b) Plan

403(b) retirement plan · Charlotte Lab School, Inc.'s Charlotte Lab School 403(b) Plan held $1.7M in plan assets for 125 participants in 2024.

Signals · 1

No auditor on file

Active participants

125

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Brittney Robertson signed Charlotte Lab School, Inc.'s 2024 Form 5500 as plan administrator.

Brittney Robertson — 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

Charlotte Lab School, Inc.'s EIN is 47-1006252.

EIN 47-1006252

Plan number 001

Plan year 2024

ACK ID 20260127132542NAL0003033009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlotte Lab School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlotte Lab School, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score