Original filing (PDF)20250905153044NAL0010427123001

CHESTERFIELD MONTESSORI SCHOOL

Name: CHESTERFIELD MONTESSORI SCHOOL — CHESTERFIELD MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: CHESTERFIELD MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

CHESTERFIELD MONTESSORI SCHOOL 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESTERFIELD MONTESSORI SCHOOL.

Plan sponsor

Name

CHESTERFIELD MONTESSORI SCHOOL

EIN

43-1944968

Address

14000 LADUE ROAD · CHESTERFIELD, MO · 63017

Phone

(314) 469-7150

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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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