· 2022–2024 · DOL EFAST2

Montessori of O'AHU Foundation — MO'O School 401(k), Form 5500 (2024)

Original filing (PDF)20260409162900NAL0013102080001

Montessori of O'AHU Foundation

Form 5500-SF

FILING_RECEIVED

MO'O School 401(k) Plan

401(k) retirement plan · Montessori of O'AHU Foundation's MO'O School 401(k) Plan held $69K in plan assets for 3 participants in 2024.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

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

69

Vendor & structure

100

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 MONTESSORI OF O'AHU FOUNDATION.

Plan sponsor

Name

MONTESSORI OF O'AHU FOUNDATION

EIN

46-4149930all filings

Address

2752 WOODLAWN DRIVE, #5-114 · HONOLULU, HI · 96822

Phone

(808) 312-9605

Industry

Educational Services

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

2026-04-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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