Original filing (PDF)20250731134940NAL0002622355001

WMS OF NY, LLC

Name: WMS OF NY, LLC — WILLIAMSBURG MONTESSORI RETIREMENT TRUST, Form 5500 (2024)
Creator: WMS OF NY, LLC

Form 5500-SF

FILING_RECEIVED

WILLIAMSBURG MONTESSORI RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMS OF NY, LLC.

Plan sponsor

Name

WMS OF NY, LLC

DBA

WILLIAMSBURG MONTESSORI

EIN

46-1883230

Address

450 KENT AVENUE · FIRST FLOOR WILLIAMSBURG MONTESSORI · BROOKLYN, NY · 11249

Phone