· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAMPDEN CHARTER SCHOOL OF SCIENC — HAMPDEN CHARTER SCHOOL OF SCIENCE 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603153138NAL0010322849001
HAMPDEN CHARTER SCHOOL OF SCIENC
Form 5500-SF
FILING_RECEIVED
HAMPDEN CHARTER SCHOOL OF SCIENCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
71
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
74
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAMPDEN CHARTER SCHOOL OF SCIENC
.
Find decision makers
Plan sponsor
Name
HAMPDEN CHARTER SCHOOL OF SCIENC
EIN
77-0716543
Address
20 JOHNSON ROAD · CHICOPEE, MA · 01022
Phone
(413) 593-9090
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-03
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
Related plans
Similar-size Educational Services plans
TRANSFORMING RESEARCH INTO ACTION TO IMPROVE THE LIVES OF STUDENTS
TRAILS RETIREMENT SAVINGS PLAN
$2.8M · 79 participants
BOYS & GIRLS CLUBS OF METRO PHILADELPHIA
BOYS & GIRLS CLUBS OF METRO PHILADELPHIA DEFINED CONTRIBUTION AND SALARY REDUCTION 403(B) PLAN
$2.8M · 258 participants
CAPITAL PREPARATORY SCHOOLS, INC.
CAPITAL PREPARATORY SCHOOLS, INC. 401(K) PLAN
$2.8M · 27 participants
NORTHEAST CONFERENCE
NORTHEAST CONFERENCE 403(B) PLAN
$2.8M · 11 participants
AMIC / CLEAR VIEW SCHOOL
80
Knocking points off
No independent qualified public accountant (IQPA) named.
58% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
THE RETIREMENT PLAN OF AMIC / CLEAR VIEW SCHOOL
$2.8M · 19 participants
WALDEN SCHOOL CORPORATION
WALDEN SCHOOL 403(B) DC PLAN
$2.8M · 87 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
