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Original filing (PDF)20241031073001NAL0000972995001
ASPIRE PUBLIC SCHOOLS
Form 5500
FILING_RECEIVED
ASPIRE PUBLIC SCHOOLS 403(B) CA
403(b) retirement plan
Signals · 2
Late filing · 5.5 moNo recordkeeper disclosed
Active participants
171
Accounts w/ balance
241
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
80
/ 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
78
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 5.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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 ASPIRE PUBLIC SCHOOLS.
Plan sponsor
Name
ASPIRE PUBLIC SCHOOLS
EIN
94-3311088
Address
1001 22ND AVENUE, SUITE 100 · OAKLAND, CA · 94606
Phone
(510) 434-5000
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-10-31
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GILBERT CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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