Back to filter
Original filing (PDF)20241023100827NAL0003667537001
MAUREEN JOY CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
MAUREEN JOY CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
106
Accounts w/ balance
38
Plan assets (EOY)
$261K
Net assets (EOY)
$261K
Plan health score (directional)
81
/ 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
65
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Only 36% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAUREEN JOY CHARTER SCHOOL.
Plan sponsor
Name
MAUREEN JOY CHARTER SCHOOL
EIN
56-1994950
Address
107 S. DRIVER STREET · DURHAM, NC · 27703
Phone
(919) 493-6056
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-10-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Educational Services plans
TEXAS SCHOOL PROCEDURES, LLC
TEXAS SCHOOL PROCEDURES, LLC 401(K) PLAN
$261K · 2 participants
INTERNATIONAL SCHOOL OF ORANGE COUNTY
ISCHOOL OC 403(B) PLAN
$261K · 20 participants
SAGE LAVINE INC
SAGE LAVINE INC 401(K) PLAN
$261K · 15 participants
ELITE LEARNER LLC
ELITE LEARNER LLC 401(K) PROFIT SHARING PLAN & TRUST
$262K · 1 participants
COLORADO DIGITAL LEARNING SOLUTIONS
COLORADO DIGITAL LEARNING SOLUTIONS 403(B) PLAN
$262K · 5 participants
INNOVATIVE SCHOLARS
INNOVATIVE SCHOLARS 401(K) PLAN
$262K · 19 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants