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Sponsor portfolio

ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL

EIN 13-4119998-education management-Latest filing 2025
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
253
201 DEBEVOISE AVE. - ROOSEVELT, NY 11575516-771-4760rcaeagles.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$4.4M - 153 part#002CashBalance-$3.6M - 100 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 253 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CHARTER SCHOOL 401(K) (#001)55%
  • CASH BALANCE PLAN (#002)45%
Total $8.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
55%top
  • MUTUAL OF AMERICA SEC. CORP LLC55%
  • (Not disclosed)45%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHARTER SCHOOL 401(K) (#001)153
  • CASH BALANCE PLAN (#002)100
Total 253Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN

401k

Assets$4.4M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL CASH BALANCE PLAN

CashBalance

Assets$3.6M
Participants100
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL 401(K) PLAN401k$4.4M1532024
002ROOSEVELT CHILDREN'S ACADEMY CHARTER SCHOOL CASH BALANCE PLANCashBalance$3.6M1002025
Retirement plans
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