· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FORT WAYNE MONTESSORI ASSOCIATION, INC. D/B/A PEACE MONTESSORI — PEACE MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250502110732NAL0006896896001
FORT WAYNE MONTESSORI ASSOCIATION, INC. D/B/A PEACE MONTESSORI
Form 5500-SF
FILING_RECEIVED
PEACE MONTESSORI SCHOOL 403(B) PLAN
Defined-contribution retirement plan
Active participants
33
Accounts w/ balance
14
Plan assets (EOY)
$411K
Net assets (EOY)
$411K
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
FORT WAYNE MONTESSORI ASSOCIATION, INC. D/B/A PEACE MONTESSORI
.
Find decision makers
Plan sponsor
Name
FORT WAYNE MONTESSORI ASSOCIATION, INC. D/B/A PEACE MONTESSORI
EIN
35-1141481
Address
2315 LONG ROAD · NEW HAVEN, IN · 46774
Phone
(260) 493-3114
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
2025-05-02
Pension benefit codes
2E · Profit-sharing
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 providers
Related plans
Similar-size Educational Services plans
YADA - YOUTH ACADEMY OF DRAMATIC ARTS
YADA - YOUTH ACADEMY OF DRAMATIC ARTS 401(K) PLAN
$411K · 106 participants
PRIME TIME CENTER INC.
PRIME TIME CENTER INC. 401(K) PLAN
$411K · 46 participants
D & L BRIDGEMAN, INC.
D & L BRIDGEMAN, INC. 401(K) PLAN
$411K · 16 participants
FIRST 5 SONOMA COUNTY
FIRST 5 SONOMA COUNTY 401(K) PLAN
$411K · 10 participants
COMMUNITY MATTERS
COMMUNITY MATTERS 403(B) PLAN
$410K · 17 participants
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.
CLIFFORD ROSS
THE EARTH'S BIRTHDAY PROJECT DEFINED CONTRIBUTION RETIREMENT PLAN
$411K · 2 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
