Original filing (PDF)20250415212429NAL0006929984001

MONTESSORI OF O'AHU FOUNDATION

Name: MONTESSORI OF O'AHU FOUNDATION — MO'O SCHOOL 401(K) PLAN, Form 5500 (2023)
Creator: MONTESSORI OF O'AHU FOUNDATION

Form 5500-SF

FILING_RECEIVED

MO'O SCHOOL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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.

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

46-4149930

Address

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

Phone

(808) 312-9605

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-15

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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