How big is The Charter School of Educational Excellence's plan?

The Charter School of Educational Excellence's plan reported $1.9M in assets and 154 participants for 2024.

Original filing (PDF)20250930080856NAL0012958912001

The Charter School of Educational Excellence

Name: The Charter School of Educational Excellence — Form 5500 Plan 001 (2024)
Creator: The Charter School of Educational Excellence
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Charter School for Educational Excellence 401(k) Plan

401(k) retirement plan · The Charter School of Educational Excellence's The Charter School for Educational Excellence 401(k) Plan held $1.9M in plan assets for 154 participants in 2024.

Signals · 1

No auditor on file

Active participants

154

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Paul Augello signed The Charter School of Educational Excellence's 2024 Form 5500 as plan administrator.

Paul Augello — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Charter School of Educational Excellence's EIN is 56-2453276.

EIN 56-2453276

Plan number 001

Plan year 2024

ACK ID 20250930080856NAL0012958912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Charter School of Educational Excellence from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Charter School of Educational Excellence's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score