· 2022–2024 · DOL EFAST2

Escuela del SOL Montessori Inc. — Escuela del SOL, Form 5500 (2023)

Original filing (PDF)20250428134505NAL0027242594001

Escuela del SOL Montessori Inc.

Form 5500-SF

FILING_RECEIVED

Escuela del SOL Montessori 403(b) Plan

403(b) retirement plan · Escuela del SOL Montessori Inc.'s Escuela del SOL Montessori 403(b) Plan held $1.8M in plan assets for 42 participants in 2023.

Active participants

42

Accounts w/ balance

40

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

Above-average plan

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

32

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 ESCUELA DEL SOL MONTESSORI INC..

Plan sponsor

Name

ESCUELA DEL SOL MONTESSORI INC.

EIN

23-7088029all filings

Address

1114 7TH ST NW · ALBUQUERQUE, NM · 87102

Phone

(505) 319-5444

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-04-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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