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Original filing (PDF)20260225082151NAL0002084035001
WEST SIDE MONTESSORI
Form 5500-SF
FILING_RECEIVED
WEST SIDE MONTESSORI RETIREMENT PLAN
403(b) retirement plan
Active participants
90
Accounts w/ balance
38
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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
65
Knocking points off
- Only 42% 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST SIDE MONTESSORI.
Plan sponsor
Name
WEST SIDE MONTESSORI
EIN
34-1361519
Address
7115 W. BANCROFT STREET · TOLEDO, OH · 43615
Phone
(419) 866-1931
Industry
Educational Servicessee all
Plan administrator
Name
WEST SIDE MONTESSORI
EIN
34-1361519
City
TOLEDO, OH
Phone
(419) 866-1931
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-25
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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