Original filing (PDF)20251121132023NAL0015067474001

HORIZON MONTESSORI SCHOOL

Name: HORIZON MONTESSORI SCHOOL — HORIZON MONTESSORI SCHOOL AMENDED AND RESTATED 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: HORIZON MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

HORIZON MONTESSORI SCHOOL AMENDED AND RESTATED 403(B) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HORIZON MONTESSORI SCHOOL.

Plan sponsor

Name

HORIZON MONTESSORI SCHOOL

EIN

34-1121877

Address

3175 MAYFIELD ROAD · CLEVELAND HEIGHTS, OH · 44118

Phone

(216) 321-9034

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2025-11-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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