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ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL

ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

30filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$1,105

Reported employer contributions per active participant.

Higher than about 31% of comparable plans
#People in the filing
129

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$188 / participant

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

Lower cost than about 29% of comparable plans
↗Investment performance
Not available

Plan assets changed 13.9%, 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 · 202430out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions31st percentileTypical peer $1,873 · based on 503 comparable plans
Lower reported administrative expense29th 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 Dec 31, 2024, ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL reported $142,513 in employer contributions across the plan and 129 active participants. That works out to $1,105 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 proxy84%

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 8.1%

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

Expense trendUp 1056.5%

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

Peer context30/100

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
$142,513
Participant contributions
$297,597
Other contributions
$0
Employer share of reported contributions
32.4%
Beginning assets
$3,842,695
Ending assets
$4,378,201
Ending net assets
$4,378,201
Ending liabilities
$0
Total income
$925,473
Total expenses
$389,967
Administrative expenses
$29,558
Participant loans
$136,306

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
$1,202
2023
$1,166
2024
$1,105
Plan-paid administrative expenses per participant
2022
$16
2023
$86
2024
$188
Active participants
2022
131
2023
125
2024
129
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$1,1051294.4M20251008124435NAL0005561041001
2023$1,1661253.8M20241113120139NAL0026352256001
2022$1,2021313.6M20231012144453NAL0064224162001

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
3.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
134119998-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Oct 15, 1999
Industry
Educational services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D

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
AMERICAN CENTURY INVESTMENTS2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
CALVERT RESEARCH AND MANAGEMENT2024Not reportedunknown
DELAWARE FUNDS BY MACQUARIE2024Not reportedunknown
DWS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
MFS2024Not reportedunknown
MID ATLANTIC TRUST COMPANY2024Not reportedunknown
MUTUAL OF AMERICA2024Not reportedunknown
PIMCO2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20251008124435NAL0005561041001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗