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MCKENZIE MONTESSORI INSTITUTE — MCKENZIE MONTESSORI INSTITUE, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250410161456NAL0011898243001
MCKENZIE MONTESSORI INSTITUTE
Form 5500-SF
FILING_RECEIVED
MCKENZIE MONTESSORI INSTITUE
401(k) retirement plan
Active participants
26
Accounts w/ balance
12
Plan assets (EOY)
$306K
Net assets (EOY)
$306K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
MCKENZIE MONTESSORI INSTITUTE
.
Find decision makers
Plan sponsor
Name
MCKENZIE MONTESSORI INSTITUTE
EIN
26-4572130
Address
285 S 42ND STREET · SPRINGFIELD, OR · 97478
Phone
(541) 228-5352
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
2025-04-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
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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65
Knocking points off
Only 46% as many balances as active participants — suggests many active employees aren't deferring.
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ARTHURS BEAUTY COLLEGE
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STANDARD INSURANCE COMPANY
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$12.5B
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$12.1B
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MORLEY STABLE VALUE FUND
$11.1B
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$8.6B
