Lee Allen signed Charlotte Christian School's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charlotte Christian School's EIN is 56-0750913.
Download the official 2023 Form 5500 (PDF) for Charlotte Christian School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Charlotte Christian School's plan includes a 403(b) annuity, 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | RECORDKEEPER | $400 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | ADVISOR | $897 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELISSA CRITCHER, CPA, PC | 27-1654932 | — | AUDITOR | $12K | — |
