How big is Brickton Montessori School's plan?

Brickton Montessori School's plan reported $420K in assets and 17 participants for 2024.

Original filing (PDF)20251015164757NAL0010388450001

Brickton Montessori School

Name: Brickton Montessori School — Brickton Montessori, Form 5500 (2024)
Creator: Brickton Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brickton Montessori School DC Retirement Plan

403(b) retirement plan · Brickton Montessori School's Brickton Montessori School DC Retirement Plan held $420K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

People on this filing

Larry Pence signed Brickton Montessori School's 2024 Form 5500 as plan administrator.

Larry Pence — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brickton Montessori School's EIN is 36-3443480.

EIN 36-3443480

Plan number 002

Plan year 2024

ACK ID 20251015164757NAL0010388450001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brickton Montessori School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brickton Montessori School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRICKTON MONTESSORI SCHOOL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

BRICKTON MONTESSORI SCHOOL

EIN

all filings

Address

8622 W CATALPA AVE · CHICAGO, IL · 606561116

Phone

(773) 714-0646

Industry

Educational Services

Plan administrator