Plan Snapshot
- Plan Sponsor: Charter School Associates, INC.
- Sponsor EIN: 311819379
- Sponsor Address: 5471 NORTH UNIVERSITY DRIVE, CORAL SPRINGS, FL, 33067
- Plan Type: 401(k)
- Plan Number: 333
- Total Participants: 1,510
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,510 | $14.0M | $0 | $0 |
| 2024 | 1,382 | $11.3M | $330,184 | $1.6M |
| 2023 | 1,313 | $9.2M | $236,560 | $1.4M |
| 2022 | 1,310 | $7.4M | $218,244 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $63,045 | — | $63,045 |
| ONEDIGITAL INVESTMENT ADVISORS | Investment Advisor | $43,045 | — | $43,045 |
| TEMPLETON & COMPANY LLP | Auditor | $12,500 | — | $12,500 |
| 316 FIDUCIARY SERVICES CORPORATIO | Recordkeeper | $8,609 | — | $8,609 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,199
- Estimated Expense Ratio: 0.909% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,493,213 | $43,045 | $8,609 | $12,500 | — |
| 2024 | $114,676 | $44,075 | — | $12,500 | — |
| 2023 | $97,667 | $34,188 | — | $7,500 | — |
| 2022 | $100,080 | $34,969 | — | — | $13,000 |