Original filing (PDF)20250721093656NAL0001255633001

CHARLOTTE COUNTRY DAY SCHOOL, INC.

Name: CHARLOTTE COUNTRY DAY SCHOOL, INC. — CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST, Form 5500 (2024)
Creator: CHARLOTTE COUNTRY DAY SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

CHARLOTTE COUNTRY DAY SCHOOL, INC. 401K PROFIT SHARING AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLOTTE COUNTRY DAY SCHOOL, INC..

Plan sponsor

Name

CHARLOTTE COUNTRY DAY SCHOOL, INC.

EIN

65-0661754

Address

365 ORLANDO BLVD · PORT CHARLOTTE, FL · 33954

Phone

(941) 764-7673

Industry

Educational Servicessee all

Plan administrator