Original filing (PDF)20251118160009NAL0004269184002

ST. CROIX MONTESSORI SCHOOL

Name: ST. CROIX MONTESSORI SCHOOL — ST. CROIX MONTESSORI 403(B) TDA PLAN, Form 5500 (2024)
Creator: ST. CROIX MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

ST. CROIX MONTESSORI 403(B) TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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 ST. CROIX MONTESSORI SCHOOL.

Plan sponsor

Name

ST. CROIX MONTESSORI SCHOOL

EIN

41-1814281

Address

177 NEAL AVENUE NORTH · STILLWATER, MN · 550827540

Phone

(651) 436-2603

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-18

Pension benefit codes

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

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