Original filing (PDF)20250716102832NAL0004141872001

MONTESSORI SCHOOL OF GREATER HARTFORD

Name: MONTESSORI SCHOOL OF GREATER HARTFORD — MSGH RETIREMENT PLAN, Form 5500 (2024)
Creator: MONTESSORI SCHOOL OF GREATER HARTFORD

Form 5500-SF

FILING_RECEIVED

MSGH RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTESSORI SCHOOL OF GREATER HARTFORD.

Plan sponsor

Name

MONTESSORI SCHOOL OF GREATER HARTFORD

EIN

06-0804807

Address

141 N. MAIN ST. · WEST HARTFORD, CT · 06107

Phone

(860) 236-4565

Industry

Educational Servicessee 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

2025-07-16

Pension benefit codes

2L · 403(b)(1) annuity

2E · Profit-sharing

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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