Original filing (PDF)20250411173852NAL0012833667001

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.

Name: CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. — CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.

Form 5500

FILING_RECEIVED

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

201

Accounts w/ balance

334

Plan assets (EOY)

$19.0M

Net assets (EOY)

$19.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC..

Plan sponsor

Name

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.

EIN

52-2157082

Address

1100 HARVARD STREET, NW · WASHINGTON, DC · 20009

Phone

(202) 797-4700

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

DELEON & STANG

Trustee / custodian

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
RETIREMENT BENEFIT SOLUTIONS	71-0294708	—	THIRD PARTY ADMIN	$0	—

Investments

1 pooled fund· $1.3M(7% 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.

Investment	Type	Current value	% of plan
CONTRACT SEPARATE ACCOUNT D VOYA FINANCIAL · EIN 71-0294708 / PN 000	Pooled Separate Account	$1.3M	6.6%

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