Original filing (PDF)20250916133117NAL0002002033001

THE COBB SCHOOL MONTESSORI, INC.

Name: THE COBB SCHOOL MONTESSORI, INC. — COBB 403(B) PLAN, Form 5500 (2024)
Creator: THE COBB SCHOOL MONTESSORI, INC.

Form 5500-SF

FILING_RECEIVED

COBB 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE COBB SCHOOL MONTESSORI, INC..

Plan sponsor

Name

THE COBB SCHOOL MONTESSORI, INC.

EIN

06-0964699

Address

112 SAND HILL ROAD · SIMSBURY, CT · 06070

Phone

(860) 658-1144

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

2025-09-16

Pension benefit codes

2G · Total participant-directed accounts

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

Related plans

Similar-size Educational Services plans

THE MILESTONES GROUP, LLC

THE MILESTONES GROUP CASH BALANCE PLAN

$1.5M · 45 participants

COMBUSTION ASSOCIATES, INC.

COMBUSTION ASSOCIATES, INC. 401 (K) PROFIT SHARING PLAN

$1.5M · 4 participants

TEXAS INTERNATIONAL EDUCATION CONSORTIUM

TEXAS INTERNATIONAL EDUCATION CONSORTIUM RETIREMENT PLAN

$1.5M

PINEAPPLE COVE CLASSICAL ACADE

PINEAPPLE COVE CLASSICAL ACADE 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 167 participants

NEWGLOBE EDUCATION, INC.