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GRUMMAN HILL MONTESSORI ASSOCIATION INC — THE MONTESSORI SCHOOL RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260114003400NAL0020064816001
GRUMMAN HILL MONTESSORI ASSOCIATION INC
Form 5500-SF
FILING_RECEIVED
THE MONTESSORI SCHOOL RETIREMENT PLAN
403(b) retirement plan
Active participants
31
Accounts w/ balance
83
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
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
GRUMMAN HILL MONTESSORI ASSOCIATION INC
.
Find decision makers
Plan sponsor
Name
GRUMMAN HILL MONTESSORI ASSOCIATION INC
DBA
SEVEN ACRES MONTESSORI
EIN
06-0806565
Address
34 WHIPPLE ROAD · WILTON, CT · 068974514
Phone
(203) 834-0440
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-14
Pension benefit codes
2L · 403(b)(1) annuity
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
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SEACREST COUNTRY DAY SCHOOL
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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