What public Form 5500 filings show about the Waypoint Montessori 401(k) plan — and how to find and check your own account.
Waypoint Montessori (EIN 23-7394611) reports ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL on its most recent Form 5500, with $352K in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Waypoint Montessori filing — schedules, fees, and providers.
Waypoint Montessori’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Waypoint MontessoriHR for the recordkeeper’s name and login.
