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OLD COLONY MONTESSORI SCHOOL, INC. — RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF OLD COLONY MONTESSORI SCHOOL, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260217091507NAL0006644643002
OLD COLONY MONTESSORI SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF OLD COLONY MONTESSORI SCHOOL
403(b) retirement plan
Active participants
21
Accounts w/ balance
63
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLD COLONY MONTESSORI SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
OLD COLONY MONTESSORI SCHOOL, INC.
EIN
04-2319056
Address
247 GARDNER STREET · HINGHAM, MA · 020433747
Phone
(781) 749-3698
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-02-17
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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