How big is Waypoint Montessori's plan?

Waypoint Montessori's plan reported $352K in assets and 18 participants for 2024.

Original filing (PDF)20251003131653NAL0001424897001

Waypoint Montessori

Name: Waypoint Montessori — Aspire 401(k) for Waypoint, Form 5500 (2024)
Creator: Waypoint Montessori
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aspire 401(k) for Waypoint Montessori School

401(k) retirement plan · Waypoint Montessori's Aspire 401(k) for Waypoint Montessori School held $352K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

Plan identifiers

Waypoint Montessori's EIN is 23-7394611.

EIN 23-7394611

Plan number 003

Plan year 2024

ACK ID 20251003131653NAL0001424897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waypoint Montessori from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waypoint Montessori's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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).

Plan sponsor

Name

WAYPOINT MONTESSORI

EIN

all filings

Address

1513 HALL JOHNSON ROAD · COLLEYVILLE, TX · 76034

Phone

(817) 528-1325

Industry

Retail Trade

Plan administrator