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CREEKSIDE MONTESSORI SCHOOL — CREEKSIDE MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250926114006NAL0010086288001
CREEKSIDE MONTESSORI SCHOOL
Form 5500-SF
FILING_RECEIVED
CREEKSIDE MONTESSORI SCHOOL 403(B) PLAN
403(b) retirement plan
Active participants
17
Accounts w/ balance
16
Plan assets (EOY)
$90K
Net assets (EOY)
$90K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
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
CREEKSIDE MONTESSORI SCHOOL
.
Find decision makers
Plan sponsor
Name
CREEKSIDE MONTESSORI SCHOOL
EIN
27-1543720
Address
106 EAST DIAMOND LAKE ROAD · MINNEAPOLIS, MN · 55419
Phone
(612) 825-5914
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
2025-09-26
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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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.
Small plan (5500-SF) — Schedule H data not available.
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