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CHARLOTTE RESCUE MISSION — CHARLOTTE RESCUE MISSION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250708091034NAL0006211744001
CHARLOTTE RESCUE MISSION
Form 5500-SF
FILING_RECEIVED
CHARLOTTE RESCUE MISSION 403(B) PLAN
403(b) retirement plan
Active participants
101
Accounts w/ balance
62
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
83
/ 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
90
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 RESCUE MISSION
.
Find decision makers
Plan sponsor
Name
CHARLOTTE RESCUE MISSION
EIN
56-0571223
Address
907 W 1ST ST · CHARLOTTE, NC · 282021003
Phone
(704) 334-4635
Industry
Health Care & Social Assistance
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
2025-07-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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PROJECT BREAD - THE WALK
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
61% 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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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