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LAURA HOLLAND UZZELL FOUNDATION — STERLING MONTESSORI RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251013140203NAL0001459297001
LAURA HOLLAND UZZELL FOUNDATION
Form 5500-SF
FILING_RECEIVED
STERLING MONTESSORI RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
110
Accounts w/ balance
78
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAURA HOLLAND UZZELL FOUNDATION
.
Find decision makers
Plan sponsor
Name
LAURA HOLLAND UZZELL FOUNDATION
EIN
56-1899973
Address
202 TREYBROOKE DR. · MORRISVILLE, NC · 27560
Phone
(919) 612-9229
Industry
Educational Services
see 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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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