· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GLADWYNE MONTESSORI SCHOOL — GLADWYNE MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250731101620NAL0002498563001
GLADWYNE MONTESSORI SCHOOL
Form 5500-SF
FILING_RECEIVED
GLADWYNE MONTESSORI SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
71
Accounts w/ balance
87
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
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
GLADWYNE MONTESSORI SCHOOL
.
Find decision makers
Plan sponsor
Name
GLADWYNE MONTESSORI SCHOOL
EIN
23-1628684
Address
920 YOUNGSFORD ROAD · GLADWYNE, PA · 19035
Phone
(610) 649-1761
Industry
Educational Services
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
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
UNIVERSITY CITY SCIENCE CENTER
UNIVERSITY CITY SCIENCE CENTER DEFINED CONTRIBUTION RETIREMENT PLAN
$9.6M · 56 participants
BRIGHT SCHOOL, INC
BRIGHT SCHOOL DEFINED CONTRIBUTION PLAN
$9.6M · 52 participants
GRADIENT LEARNING
TLP EDUCATION 403(B) PLAN
$9.6M · 79 participants
VAIL MOUNTAIN SCHOOL
VAIL MOUNTAIN SCHOOL 403(B) RETIREMENT PLAN
$9.6M · 85 participants
GINDI MAIMONIDES ACADEMY
MAIMONIDES ACADEMY 403B PLAN - PLAN# 346962
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$9.6M · 154 participants
THE CAEDMON SCHOOL
THE CAEDMON SCHOOL 403(B) PLAN
$9.6M · 46 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
