How big is Cambridge Montessori School's plan?

Cambridge Montessori School's plan reported $5.8M in assets and 53 participants for 2024.

Original filing (PDF)20251028122732NAL0011406800001

Cambridge Montessori School

Name: Cambridge Montessori School — Cambridge Montessori, Form 5500 (2024)
Creator: Cambridge Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cambridge Montessori School 403(b) DC Plan

403(b) retirement plan · Cambridge Montessori School's Cambridge Montessori School 403(b) DC Plan held $5.8M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Nikki Jacobs signed Cambridge Montessori School's 2024 Form 5500 as plan administrator.

Nikki Jacobs — 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

Cambridge Montessori School's EIN is 04-2321011.

EIN 04-2321011

Plan number 002

Plan year 2024

ACK ID 20251028122732NAL0011406800001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cambridge Montessori School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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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 (90th percentile).

Plan sponsor

Name

CAMBRIDGE MONTESSORI SCHOOL

EIN

all filings

Address

161 GARDEN STREET · CAMBRIDGE, MA · 02138

Phone

(617) 499-0099

Industry

Educational Services

Plan administrator