· 2022–2024 · DOL EFAST2

DISCOVERY MONTESSORI ACADEMY, LLC — DISCOVERY MONTESSORI ACADEMY 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250527103345NAL0003975699001

DISCOVERY MONTESSORI ACADEMY, LLC

Form 5500-SF

FILING_RECEIVED

DISCOVERY MONTESSORI ACADEMY 401(K) PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

5

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

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

40

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th 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 DISCOVERY MONTESSORI ACADEMY, LLC.

Plan sponsor

Name

DISCOVERY MONTESSORI ACADEMY, LLC

EIN

46-4810218

Address

3901 W PARK BLVD · PLANO, TX · 75075

Phone

(972) 985-5010

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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