Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
THE SUMMIT CHARTER SCHOOL, INC.
EIN 56-1993257primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
115
370 MITTEN LN - CASHIERS, NC 287174511828-743-5755summitschool.orgLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 115 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#001
THE SUMMIT CHARTER SCHOOL, INC, 403(B) DC PLAN
403b
Assets$2.8M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE SUMMIT CHARTER SCHOOL, INC, 403(B) TDA PLAN
403b
Assets$2.0M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE SUMMIT CHARTER SCHOOL, INC, 403(B) DC PLAN | 403b | $2.8M | 73 | 2025 | |
| 002 | THE SUMMIT CHARTER SCHOOL, INC, 403(B) TDA PLAN | 403b | $2.0M | 42 | 2025 |
Retirement plans