Original filing (PDF)20250729115329NAL0004572096001

JLEE MONTESSORI INC.

Name: JLEE MONTESSORI INC. — JLEE MONTESSORI INC. 401(K) PLAN, Form 5500 (2024)
Creator: JLEE MONTESSORI INC.

Form 5500-SF

FILING_RECEIVED

JLEE MONTESSORI INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

JLEE MONTESSORI INC.

EIN

45-0635077all filings

Address

2631 86TH STREET · 2ND FLOOR · BROOKLYN, NY · 11223

Phone

(646) 302-0713

Industry

Educational Servicessee all

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977095

City

AUSTIN, TX

Phone

(650) 684-7283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

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

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

BRIGHT BEGINNINGS, INC.

BRIGHT BEGINNINGS 401(K) PROFIT SHARING PLAN & TRUST

$265K · 11 participants

INTERNATIONAL COMMUNITY SCHOOL OF ABIDJAN

ICSA RETIREMENT PLAN

$265K · 30 participants

EPIC GYMNASTICS, LLC

EPIC GYMNASTICS, LLC 401(K) PLAN

$265K · 17 participants

COLORADO YOUTH CORPS ASSOCIATION

SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF COLORADO YOUTH CORPS ASSOCIATION

$265K · 4 participants

TACOMA CHRISTIAN ACADEMY

TACOMA CHRISTIAN ACADEMY 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.