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Original filing (PDF)20250603075901NAL0018120928001
WOODS CHARTER SCHOOL
Form 5500-SF
FILING_RECEIVED
WOODS CHARTER SCHOOL 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.6 mo
Active participants
79
Accounts w/ balance
79
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
88
/ 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
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
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 WOODS CHARTER SCHOOL.
Plan sponsor
Name
WOODS CHARTER SCHOOL
EIN
86-1100613
Address
160 WOODLAND GROVE LANE · CHAPEL HILL, NC · 27516
Phone
(919) 960-8353
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
2025-06-03
Pension benefit codes
2L · 403(b)(1) annuity
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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 providersRelated plans
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