Original filing (PDF)20260209094937NAL0001602995001

MATER DEI SCHOOL, INC.

Name: MATER DEI SCHOOL, INC. — MATER DEI SCHOOL, INC. 403(B) PLAN, Form 5500 (2024)
Creator: MATER DEI SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

MATER DEI SCHOOL, INC. 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$17.4M

Net assets (EOY)

$17.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MATER DEI SCHOOL, INC..

Plan sponsor

Name

MATER DEI SCHOOL, INC.

EIN

52-0906575

Address

9600 SEVEN LOCKS ROAD · BETHESDA, MD · 208172015

Phone

(301) 365-2700

Industry

Educational Servicessee all

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

2026-02-09

Pension benefit codes

2M · 403(b)(7) custodial accounts

2G · Total participant-directed accounts

2A · Age/service weighted or new comparability

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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