How big is Athens Montessori School's plan?

Athens Montessori School's plan reported $2.2M in assets and 18 participants for 2024.

Original filing (PDF)20260225101340NAL0002921537001

Athens Montessori School

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

Form 5500-SF

FILING_RECEIVED

Athens Montessori School 403(b)

403(b) retirement plan · Athens Montessori School's Athens Montessori School 403(b) held $2.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Andrew KIM signed Athens Montessori School's 2024 Form 5500 as plan administrator.

Andrew KIM — 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

Athens Montessori School's EIN is 58-1340222.

EIN 58-1340222

Plan number 001

Plan year 2024

ACK ID 20260225101340NAL0002921537001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Athens Montessori School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ATHENS MONTESSORI SCHOOL

EIN

all filings

Address

3145 BARNETT SHOALS ROAD · ATHENS, GA · 306054327

Phone

(706) 549-9076

Industry

Educational Services

Plan administrator