Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARTER SCHOOL SPECIALISTS INC
EIN 34-2014197education managementLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
Participants
67
40 HILL RD S - PICKERINGTON, OH 431471219614-604-2581charterschoolspec.comLinkedIn1-10 employeeseducation management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 67 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHARTER SCHOOL SPECIALISTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.6M
Participants29
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.2M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
CHARTER SCHOOL SPECIALISTS INC SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARTER SCHOOL SPECIALISTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.6M | 29 | 2024 | |
| 001 | CHARTER SCHOOL SPECIALISTS INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.2M | 38 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CHARTER SCHOOL SPECIALISTS INC SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans