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Original filing (PDF)20241223110625NAL0008667265001

HELLENIC CLASSICAL CHARTER SCHOOL

Form 5500-SF
FILING_RECEIVED
HELLENIC CLASSICAL CHARTER SCHOOL 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
146
Accounts w/ balance
79
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
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
80
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • 54% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLENIC CLASSICAL CHARTER SCHOOL.
Plan sponsor
Name
HELLENIC CLASSICAL CHARTER SCHOOL
EIN
85-1596185
Address
646 5TH AVENUE · BROOKLYN, NY · 11215
Phone
(718) 499-0957
Industry
Educational Servicessee 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
2024-12-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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