Original filing (PDF)20250219130306NAL0004249521001

ALEGRIA MONTESSORI SCHOOL

Name: ALEGRIA MONTESSORI SCHOOL — ALEGRIA MONTESSORI SCHOOL 401(K) PLAN, Form 5500 (2023)
Creator: ALEGRIA MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

ALEGRIA MONTESSORI SCHOOL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

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.

Decision-maker contacts

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

Plan sponsor

Name

ALEGRIA MONTESSORI SCHOOL

EIN

26-1731623

Address

3200 58TH AVE S · ST. PETERSBURG, FL · 33712

Phone

(727) 866-1901

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-02-19

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

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

Related plans

Similar-size Educational Services plans

INTERIOR DESIGNERS INSTITUTE

INTERIOR DESIGNERS INSTITUTE 401(K) PROFIT SHARING PLAN

$454K · 10 participants

RIVERFIELD ACADEMY

RIVERFIELD ACADEMY 401(K) P/S PLAN

$455K · 27 participants

LEIF TECHNOLOGIES, INC.

LEIF TECHNOLOGIES 401(K) PLAN

$454K · 1 participants

BUILD COMMUNITY, LLC

BUILD COMMUNITY, LLC 401(K) PLAN

$454K · 3 participants

FLAGSTAFF BORDERTOWN DORMITORY BOARD, INC.

FLAGSTAFF BORDERTOWN DORMITORY BOARD, INC. 401(K) PLAN