· 2022–2024 · DOL EFAST2

ISTHMUS MONTESSORI ACADEMY, INC. — ISTHMUS MONTESSORI ACADEMY, INC 401K PS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251117081033NAL0002295376001

ISTHMUS MONTESSORI ACADEMY, INC.

Form 5500-SF

FILING_RECEIVED

ISTHMUS MONTESSORI ACADEMY, INC 401K PS PLAN

401(k) retirement plan

Active participants

42

Accounts w/ balance

15

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan health score

Above-average plan

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

34

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th 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 ISTHMUS MONTESSORI ACADEMY, INC..

Plan sponsor

Name

ISTHMUS MONTESSORI ACADEMY, INC.

EIN

45-4480175

Address

1802 PANKRATZ ST · MADISON, WI · 53704

Phone

(608) 217-7199

Industry

Educational Servicessee 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

2025-11-17

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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