Department of Labor filing

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC.

CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. 401(K) RETIREMENT PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

81filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,351

Reported employer contributions per active participant.

Higher than about 85% of comparable plans

#People in the filing

223

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$50 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 70% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202481out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions85th percentileTypical peer $1,873 · based on 503 comparable plans

Lower reported administrative expense70th percentileTypical peer $108 · based on 522 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, CARLOS ROSARIO INTERNATIONAL PUBLIC CHARTER SCHOOL, INC. reported $970,199 in employer contributions across the plan and 223 active participants. That works out to $4,351 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 1.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 95.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context81/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $970,199
Participant contributions: $1,229,808
Other contributions: $185,401
Employer share of reported contributions: 44.1%
Beginning assets: $18,978,632
Ending assets: $21,997,933
Ending net assets: $21,997,933
Ending liabilities: $0
Total income: $4,819,386
Total expenses: $1,800,085
Administrative expenses: $16,853
Participant loans: $221,609

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$4,274

2023

$4,387

2024

$4,351

Plan-paid administrative expenses per participant

2022

$26

2023

$26

2024

$50

Active participants

2022

181

2023

201

2024

223

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,351	223	22M	20260415125804NAL0019843617001
2023	$4,387	201	19M	20250411173852NAL0012833667001
2022	$4,274	181	16.4M	20240415182754NAL0004789794001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 522157082-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 15, 2013
Industry: Educational services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
VOYA RETIREMENT INS & ANNUTIY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260415125804NAL0019843617001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗