· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE NEXT STEP PUBLIC CHARTER SCHOOL — THE NEXT STEP PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION PLAN 330245, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829094506NAL0011204833001
THE NEXT STEP PUBLIC CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
THE NEXT STEP PUBLIC CHARTER SCHOOL DEFINED CONTRIBUTION PLAN 330245
403(b) retirement plan
Active participants
61
Accounts w/ balance
122
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE NEXT STEP PUBLIC CHARTER SCHOOL
.
Find decision makers
Plan sponsor
Name
THE NEXT STEP PUBLIC CHARTER SCHOOL
EIN
52-2103442
Address
3047 15TH STREET, NW · WASHINGTON, DC · 20009
Phone
(202) 319-2249
Industry
Educational Services
see 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
2025-08-29
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
HOLY NATIVITY SCHOOL
HOLY NATIVITY SCHOOL DC RETIREMENT PLAN
$4.5M · 38 participants
EVERGREEN CENTER, INC.
EVERGREEN CENTER, INC. TAX DEFERRED ANNUITY (TDA) PLAN
$4.5M · 286 participants
AMERICA EAST INC.
AMERICA EAST, INC
$4.5M · 11 participants
BESPOKE EDUCATION, INC.
BESPOKE EDUCATION, INC. 401(K) PROFIT SHARING PLAN
$4.5M · 93 participants
DREAM CHARTER SCHOOL
DREAM CHARTER SCHOOL 403(B) PLAN
$4.5M · 302 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
NEWTON MONTESSORI SCHOOL INC. DBA WELLAN MONTESS
WELLAN MONTESSORI SCHOOL 403(B) PLAN
$4.5M · 104 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants
