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THE MONTROSE FOUNDATION, INC. — THE MONTROSE FOUNDATION, INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260123135446NAL0008425266001
THE MONTROSE FOUNDATION, INC.
Form 5500-SF
FILING_RECEIVED
THE MONTROSE FOUNDATION, INC. 403(B) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
50
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
THE MONTROSE FOUNDATION, INC.
.
Find decision makers
Plan sponsor
Name
THE MONTROSE FOUNDATION, INC.
EIN
04-2668765
Address
29 NORTH STREET · MEDFIELD, MA · 02052
Phone
(508) 359-2423
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
2026-01-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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SOUTHERN ALLIANCE FOR CLEAN ENERGY
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 50% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.7M · 23 participants
PACIFIC EDUCATIONAL GROUP, INC.
PACIFIC EDUCATIONAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST
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