· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OCEAN STATE MONTESSORI SCHOOL, INC. — OCEAN STATE MONTESSORI SCHOOL, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250425170747NAL0005644403001
OCEAN STATE MONTESSORI SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
OCEAN STATE MONTESSORI SCHOOL, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
22
Accounts w/ balance
15
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
86
/ 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
OCEAN STATE MONTESSORI SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
OCEAN STATE MONTESSORI SCHOOL, INC.
EIN
05-0350697
Address
100 GROVE AVENUE · EAST PROVIDENCE, RI · 02914
Phone
(401) 434-6913
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
FRENCH AMERICAN ACADEMY LLC
FRENCH AMERICAN ACADEMY LLC 401(K) PLAN
$1.0M · 45 participants
MEDICAL EDUCATION RESOURCES
MEDICAL EDUCATION RESOURCES 403 (B) PLAN
$1.0M · 10 participants
ELITE STRATEGIC TRAINING INC.
ELITE STRATEGIC TRAINING INC. PROFIT SHARING 401K PLAN
$1.0M · 5 participants
CLARK COUNTY EDUCATION ASSOCIATION
CLARK COUNTY EDUCATION ASSOCIATION 401(K) PLAN
$1.0M · 21 participants
LAURENCE MANNING ACADEMY
LAURENCE MANNING ACADEMY 403(B) PLAN
80
Knocking points off
68% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 92 participants
DIVERS INSTITUTE OF TECHNOLOGY
DIVERS INSTITUTE OF TECHNOLOGY 401(K) PLAN
$1.0M · 29 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
