· 2022–2024 · DOL EFAST2

TRINITY MONTESSORI SCHOOL, INC — TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC., Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250730105055NAL0002271651001

TRINITY MONTESSORI SCHOOL, INC

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF TRINITY MONTESSORI SCHOOL, INC.

401(k) retirement plan

Active participants

15

Accounts w/ balance

13

Plan assets (EOY)

$509K

Net assets (EOY)

$509K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

63

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRINITY MONTESSORI SCHOOL, INC.

Plan sponsor

Name

TRINITY MONTESSORI SCHOOL, INC

EIN

16-1384298

Address

100 GOLDEN FLYER DR · ROCHESTER, NY · 146183800

Phone

(585) 586-1044

Industry

Other Services (ex. Public Admin)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

2025-07-30

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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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