How big is Old Colony Montessori School, Inc.'s plan?

Old Colony Montessori School, Inc.'s plan reported $1.9M in assets and 21 participants for 2024.

Original filing (PDF)20260217091507NAL0006644643002

Old Colony Montessori School, Inc.

Name: Old Colony Montessori School, Inc. — Retirement Plan, Form 5500 (2024)
Creator: Old Colony Montessori School, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Plan for the Faculty and Administrators of Old Colony Montessori School

403(b) retirement plan · Old Colony Montessori School, Inc.'s Retirement Plan for the Faculty and Administrators of Old Colony Montessori School held $1.9M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Tracey Buckeridge signed Old Colony Montessori School, Inc.'s 2024 Form 5500 as plan administrator.

Tracey Buckeridge — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Old Colony Montessori School, Inc.'s EIN is 04-2319056.

EIN 04-2319056

Plan number 001

Plan year 2024

ACK ID 20260217091507NAL0006644643002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Old Colony Montessori School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Old Colony Montessori School, Inc.'s plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OLD COLONY MONTESSORI SCHOOL, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

OLD COLONY MONTESSORI SCHOOL, INC.

EIN

all filings

Address

247 GARDNER STREET · HINGHAM, MA · 020433747

Phone

(781) 749-3698

Industry

Educational Services

Plan administrator