Original filing (PDF)20250930080856NAL0012958912001

THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE

Name: THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE — THE CHARTER SCHOOL FOR EDUCATIONAL EXCELLENCE 401(K) PLAN, Form 5500 (2024)
Creator: THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE

Form 5500-SF

FILING_RECEIVED

THE CHARTER SCHOOL FOR EDUCATIONAL EXCELLENCE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

154

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE.

Plan sponsor

Name

THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE

EIN

56-2453276

Address

260 WARBURTON AVENUE · YONKERS, NY · 10701

Phone

(914) 375-2733

Industry

Educational Servicessee 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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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