How big is The Equity Project Charter School's plan?

The Equity Project Charter School's plan reported $9.1M in assets and 120 participants for 2023.

Original filing (PDF)20250415111843NAL0003252785001

The Equity Project Charter School

Name: The Equity Project Charter School — The Equity, Form 5500 (2023)
Creator: The Equity Project Charter School
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Equity Project Charter School 403(b)Deferred Compensation Plan

403(b) retirement plan · The Equity Project Charter School's The Equity Project Charter School 403(b)Deferred Compensation Plan held $9.1M in plan assets for 120 participants in 2023, with Principal as recordkeeper.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

120

Accounts w/ balance

148

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Majestee Morris signed The Equity Project Charter School's 2023 Form 5500 as plan administrator.

Majestee Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Equity Project Charter School's EIN is 90-0354470.

EIN 90-0354470

Plan number 001

Plan year 2023

ACK ID 20250415111843NAL0003252785001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Equity Project Charter School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Equity Project Charter School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EQUITY PROJECT CHARTER SCHOOL.

Finding similar companies…

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 41K (3% of contributions).

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (90th percentile).

Plan sponsor

Name

THE EQUITY PROJECT CHARTER SCHOOL

EIN

all filings

Address

549 AUDUBON AVENUE T-30 · NEW YORK, NY · 100403401

Phone

(646) 254-6451

Industry

Educational Services

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

2025-04-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CRAIG FITZSIMMONS & MEYER, LLP

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	26-4310632	—	OTHER SERVICES	$0	—

Investments

28 direct securities· $8.7M(95% of reported assets)

Other securities

$7.7M

25 holdings

Common Collective Trusts

$734K

2 holdings

Bonds / Notes

$210K

1 holding

					% of plan
Principal LifeTime 2055 R4 Fund Mutual Fund {+}	Other securities	—	—	$1.8M	20.2%
Principal LifeTime 2050 R4 Fund Mutual Fund {+}	Other securities	—	—	$1.8M	19.3%
Principal LifeTime 2060 R4 Fund Mutual Fund {+}	Other securities	—	—	$884K	9.7%
Principal LifeTime 2040 R4 Fund Mutual Fund {+}	Other securities	—	—	$610K	6.7%
Principal LifeTime 2045 R4 Fund Mutual Fund {+}	Other securities	—	—	$569K	6.3%
Principal Diversified International R4 Fund Mutual Fund {+}	Other securities	—	—	$443K	4.9%
Principal LargeCap S&P 500 Idx R4 Fund Mutual Fund {+}	Common Collective Trusts	—	—	$439K	4.8%
Principal LifeTime 2065 R4 Fund Mutual Fund {+}	Other securities	—	—	$406K	4.5%
Principal International Equity Index R4 Fund Mutual Fund {+}	Common Collective Trusts	—	—	$295K	3.2%
Participant Loans Rate 3.25% - 8.50% {+}	Bonds / Notes	—	—	$210K	2.3%
Principal LargeCap Growth I R4 Fund Mutual Fund {+}	Other securities	—	—	$205K	2.3%
Principal LifeTime 2035 R4 Fund Mutual Fund {+}	Other securities	—	—	$193K	2.1%
Principal Capital Appreciation R4 Fund Mutual Fund {+}	Other securities	—	—	$118K	1.3%
Principal MidCap R4 Fund Mutual Fund {+}	Other securities	—	—	$86K	1.0%
Principal SmallCap R4 Fund Mutual Fund {+}	Other securities	—	—	$82K	0.9%
Principal SmallCap S&P 600 Index R4 Fund Mutual Fund {+}	Other securities	—	—	$81K	0.9%
Principal SmallCap Growth I R4 Fund Mutual Fund {+}	Other securities	—	—	$76K	0.8%
Principal Core Plus Bond R4 Fund Mutual Fund {+}	Other securities	—	—	$72K	0.8%
Principal MidCap S&P 400 Index R4 Fund Mutual Fund {+}	Other securities	—	—	$62K	0.7%
Principal LifeTime 2030 R4 Fund Mutual Fund {+}	Other securities	—	—	$55K	0.6%
Principal MidCap Growth R4 Fund Mutual Fund {+}	Other securities	—	—	$44K	0.5%
Principal Short-Term Income R4 Fund Mutual Fund {+}	Other securities	—	—	$26K	0.3%
Principal LifeTime Strategic Income R4 Fund Mutual Fund {+}	Other securities	—	—	$25K	0.3%
Principal LifeTime 2025 R4 Fund Mutual Fund {+}	Other securities	—	—	$23K	0.3%
Principal MidCap Value I R4 Fund Mutual Fund {+}	Other securities	—	—	$22K	0.2%
Principal Preferred Securities R4 Fund Mutual Fund {+}	Other securities	—	—	$21K	0.2%
Principal LifeTime 2020 R4 Fund Mutual Fund {+}	Other securities	—	—	$19K	0.2%
Principal Government & HQ Bond R4 Fund Mutual Fund {+}	Other securities	—	—	$2K	<0.1%