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LITTLE MOUNTAIN PRESCHOOL — LITTLE MOUNTAIN PRESCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251212120841NAL0008901506001
LITTLE MOUNTAIN PRESCHOOL
Form 5500-SF
FILING_RECEIVED
LITTLE MOUNTAIN PRESCHOOL 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
12
Accounts w/ balance
2
Plan assets (EOY)
$158K
Net assets (EOY)
$158K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
LITTLE MOUNTAIN PRESCHOOL
.
Find decision makers
Plan sponsor
Name
LITTLE MOUNTAIN PRESCHOOL
EIN
46-0932009
Address
100 TARRY RD · SAN ANSELMO, CA · 94960
Phone
(415) 847-8111
Industry
Educational Services
see 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
2025-12-12
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
Only 17% as many balances as active participants — suggests many active employees aren't deferring.
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.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WILSON HALL
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