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Original filing (PDF)20251007115510NAL0002642259001
MONTVERDE ACADEMY
Form 5500
FILING_RECEIVED
MONTVERDE ACADEMY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
254
Accounts w/ balance
474
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTVERDE ACADEMY.
Plan sponsor
Name
MONTVERDE ACADEMY
EIN
59-0657329
Address
17235 7TH STREET · MONTVERDE, FL · 34756
Phone
(407) 269-2561
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
32 direct securities · 1 pooled fund· $15.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$14.4M
32 holdings
Pooled Separate Account
$620K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA | — | — | — | $2.8M | 18.8% | |
| CREF | — | — | — | $2.2M | 14.3% | |
| CREF | — | — | — | $2.0M | 13.0% | |
| CREF | — | — | — | $1.8M | 11.9% | |
| CREF | — | — | — | $1.3M | 8.9% | |
| CREF | — | — | — | $850K | 5.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $620K | 4.1% | |
| CREF | — | — | — | $434K | 2.9% | |
| CREF | — | — | — | $402K | 2.7% | |
| CREF | — | — | — | $343K | 2.3% | |
| TIAA, FSB | — | — | — | $263K | 1.7% | |
| TIAA, FSB | — | — | — | $195K | 1.3% | |
| TIAA, FSB | — | — | — | $191K | 1.3% | |
| TIAA, FSB | — | — | — | $161K | 1.1% | |
| TIAA, FSB | — | — | — | $154K | 1.0% | |
| TIAA, FSB | — | — | — | $144K | 1.0% | |
| TIAA, FSB | — | — | — | $120K | 0.8% | |
| TIAA, FSB | — | — | — | $113K | 0.8% | |
| TIAA, FSB | — | — | — | $112K | 0.7% | |
| TIAA, FSB | — | — | — | $108K | 0.7% | |
| TIAA, FSB | — | — | — | $97K | 0.6% | |
| TIAA, FSB | — | — | — | $95K | 0.6% | |
| TIAA, FSB | — | — | — | $86K | 0.6% | |
| TIAA, FSB | — | — | — | $82K | 0.5% | |
| TIAA, FSB | — | — | — | $75K | 0.5% | |
| TIAA, FSB | — | — | — | $72K | 0.5% | |
| TIAA, FSB | — | — | — | $70K | 0.5% | |
| TIAA, FSB | — | — | — | $57K | 0.4% | |
| TIAA, FSB | — | — | — | $43K | 0.3% | |
| TIAA, FSB | — | — | — | $39K | 0.3% | |
| TIAA, FSB | — | — | — | $31K | 0.2% | |
| TIAA, FSB | — | — | — | $8K | <0.1% | |
| TIAA, FSB | — | — | — | $3K | <0.1% |
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