Original filing (PDF)20251217130237NAL0001887875001

MADISON MONTESSORI SOCIETY, INC.

Name: MADISON MONTESSORI SOCIETY, INC. — MONTESSORI CHILDREN'S HOUSE RETIREMENT PLAN, Form 5500 (2024)
Creator: MADISON MONTESSORI SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

MONTESSORI CHILDREN'S HOUSE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

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 (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MADISON MONTESSORI SOCIETY, INC.

EIN

39-1049525

Address

5530 MEDICAL CIRCLE · MADISON, WI · 53719

Phone

(608) 273-8600

Industry