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Department of Labor filing

EQUALITY CHARTER SCHOOL

EQUALITY CHARTER SCHOOL 401(K) RETIREMENT PLAN · For the plan year ended Jun 30, 2025

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

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$2,851

Reported employer contributions per active participant.

Higher than about 67% of comparable plans
#People in the filing
138

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$147 / participant

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

Lower cost than about 41% of comparable plans
↗Investment performance
Not available

Plan assets changed 21.5%, 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 · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions67th percentileTypical peer $1,873 · based on 503 comparable plans
Lower reported administrative expense41st 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, EQUALITY CHARTER SCHOOL reported $393,396 in employer contributions across the plan and 138 active participants. That works out to $2,851 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 proxy71%

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 trendDown 19.4%

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

Expense trendUp 11.9%

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

Peer context59/100

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
$393,396
Participant contributions
$789,044
Other contributions
$94,472
Employer share of reported contributions
33.3%
Beginning assets
$8,675,529
Ending assets
$10,537,679
Ending net assets
$10,537,679
Ending liabilities
$0
Total income
$2,620,933
Total expenses
$758,783
Administrative expenses
$27,233
Participant loans
$265,001

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
$3,538
2023
$3,611
2024
$2,851
Plan-paid administrative expenses per participant
2022
$132
2023
$169
2024
$147
Active participants
2022
125
2023
123
2024
138
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,85113810.5M20260415173050NAL0011918051001
2023$3,6111238.7M20250415103958NAL0001436579001
2022$3,5381257.2M20240328060333NAL0005839570001

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
2.5%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
800338050-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jul 1, 2009
Industry
Educational services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

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.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANCEBERNSTEIN L.P.2024Not reportedunknown
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2024Not reportedunknown
GREAT GRAY TRUST2024Not reportedunknown
GREAT-WEST FUNDS2024Not reportedunknown
GUARDIAN INVESTOR SERVICES, LLC2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20260415173050NAL0011918051001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗