Back to filter
Original filing (PDF)20251013163816NAL0002440352001
SUGAR CREEK CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
SUGAR CREEK CHARTER SCHOOL 403(B) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
198
Accounts w/ balance
90
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
Plan health score (directional)
72
/ 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
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 45% 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 SUGAR CREEK CHARTER SCHOOL.
Plan sponsor
Name
SUGAR CREEK CHARTER SCHOOL
EIN
56-2077708
Address
4101 N. TRYON STREET · CHARLOTTE, NC · 28206
Phone
(704) 509-5470
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2L · 403(b)(1) annuity
2J · 401(k) feature
2K · 401(m) arrangement
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 Wholesale Trade plans
BONTOUX, INC.
BONTOUX, INC. 401(K) PLAN
$3.3M · 13 participants
SM TRADING CORPORATION
SM TRADING CORPORATION 401(K) PLAN
$3.3M · 77 participants
HOTELS AT HOME, INC.
HOTELS AT HOME, INC. RETIREMENT PLAN
$3.3M · 81 participants
R. J. BANKS & COMPANY, INC.
R. J. BANKS & COMPANY, INC. 401(K) PROFIT SHARING PLAN
$3.3M · 5 participants
HELGET GAS PRODUCTS, INC.
HELGET GAS PRODUCTS, INC. EMPLOYEES 401(K) PLAN
$3.3M · 154 participants
KASHIKO INC. TA KASHIKO EXPORTS
KASHIKO INC. TA KASHIKO EXPORTS PROFIT SHARING PLAN
$3.3M · 6 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