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GREATER DES MOINES MONTESSORI ASSOCIATION, INC. — MONTESSORI CHILDREN'S HOUSE 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250918135628NAL0000692611001
GREATER DES MOINES MONTESSORI ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
MONTESSORI CHILDREN'S HOUSE 403(B) PLAN
403(b) retirement plan
Active participants
30
Accounts w/ balance
31
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GREATER DES MOINES MONTESSORI ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
GREATER DES MOINES MONTESSORI ASSOCIATION, INC.
EIN
42-0960478
Address
1505 42ND STREET · WEST DES MOINES, IA · 50266
Phone
(515) 225-1073
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
AYERS FOUNDATION TRUST
AYERS FOUNDATION TRUST 401(K) PLAN
$1.9M · 97 participants
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