How big is Montverde Academy's plan?

Montverde Academy's plan reported $5.0M in assets and 136 participants for 2024.

Original filing (PDF)20251007115502NAL0002439171001

Montverde Academy

Name: Montverde Academy — Montverde Academy TDA Plan, Form 5500 (2024)
Creator: Montverde Academy
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Montverde Academy TDA Plan

403(b) retirement plan · Montverde Academy's Montverde Academy TDA Plan held $5.0M in plan assets for 136 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

136

Accounts w/ balance

174

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Montverde Academy's EIN is 59-0657329.

EIN 59-0657329

Plan number 003

Plan year 2024

ACK ID 20251007115502NAL0002439171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montverde Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MONTVERDE ACADEMY

EIN

all filings

Address

17235 7TH STREET · MONTVERDE, FL · 347563210

Phone

(407) 469-2561

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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 reported

Investments

1 pooled fund· $206K(4% 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.