How big is The Montessori's plan?

The Montessori's plan reported $32K in assets and 20 participants for 2024.

Original filing (PDF)20250719190351NAL0001291939001

The Montessori

Name: The Montessori — The Montessori Academy LLC, Form 5500 (2024)
Creator: The Montessori
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Montessori Academy LLC

401(k) retirement plan · The Montessori's The Montessori Academy LLC held $32K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Shirley Horner signed The Montessori's 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Montessori's EIN is 46-4869861.

EIN 46-4869861

Plan number 001

Plan year 2024

ACK ID 20250719190351NAL0001291939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Montessori from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Montessori's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MONTESSORI.

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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