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PROPEL, A CHARTER MANAGEMENT GROUP, INC. — PROPEL 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250407111856NAL0009258243001
PROPEL, A CHARTER MANAGEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
PROPEL 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
53
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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
PROPEL, A CHARTER MANAGEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
PROPEL, A CHARTER MANAGEMENT GROUP, INC.
EIN
83-4258337
Address
800 S. BARRANCA AVENUE, SUITE 200 · COVINA, CA · 91723
Phone
(760) 221-0565
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-07
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
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100
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.
BECKFIELD COLLEGE, LLC
BECKFIELD COLLEGE, LLC 401(K) PLAN
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
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EQUITY INDEX FUND F
$188.1B
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RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
