Original filing (PDF)20260112140634NAL0005468195001

MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI

Name: MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI — PENNINGTON MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI

Form 5500-SF

FILING_RECEIVED

PENNINGTON MONTESSORI SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI.

Plan sponsor

Name

MONTESSORI FAMILY SCHOOL OF MERCER COUNTY T/A PENNINGTON MONTESSORI

EIN