Original filing (PDF)20251003131653NAL0001424897001

WAYPOINT MONTESSORI

Name: WAYPOINT MONTESSORI — ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL, Form 5500 (2024)
Creator: WAYPOINT MONTESSORI

Form 5500-SF

FILING_RECEIVED

ASPIRE 401(K) FOR WAYPOINT MONTESSORI SCHOOL

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WAYPOINT MONTESSORI

EIN

23-7394611

Address

1513 HALL JOHNSON ROAD · COLLEYVILLE, TX · 76034

Phone

(817) 528-1325

Industry