· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAMBRIDGE MONTESSORI SCHOOL — CAMBRIDGE MONTESSORI SCHOOL 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251028122732NAL0011406800001
CAMBRIDGE MONTESSORI SCHOOL
Form 5500-SF
FILING_RECEIVED
CAMBRIDGE MONTESSORI SCHOOL 403(B) DC PLAN
403(b) retirement plan
Active participants
53
Accounts w/ balance
94
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
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
CAMBRIDGE MONTESSORI SCHOOL
.
Find decision makers
Plan sponsor
Name
CAMBRIDGE MONTESSORI SCHOOL
EIN
04-2321011
Address
161 GARDEN STREET · CAMBRIDGE, MA · 02138
Phone
(617) 499-0099
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Educational Services plans
SANTA FE INSTITUTE
SANTA FE INSTITUTE MONEY PURCHASE PLAN
$5.9M · 11 participants
AMERICAN PHILOSOPHICAL SOCIETY
AMERICAN PHILOSOPHICAL SOCIETY PENSION PLAN
$5.8M · 6 participants
COMMUNITY ACTION AGENCY OF SOUTH ALABAMA
COMMUNITY ACTION AGENCY OF SOUTH ALABAMA DEFINED BENEFIT PENSION PLAN
$5.9M · 50 participants
GOTTESMAN RTW ACADEMY
GOTTESMAN RTW ACADEMY 403(B) PLAN
$5.8M · 53 participants
BUXTON SCHOOL, INC
BUXTON SCHOOL DC RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$5.9M · 22 participants
DONELSON CHRISTIAN ACADEMY
DONELSON CHRISTIAN ACADEMY 403(B) PLAN
$5.9M · 93 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
