Original filing (PDF)20251003140517NAL0001492273001

MONTGOMERY BELL ACADEMY

Name: MONTGOMERY BELL ACADEMY — TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A., Form 5500 (2024)
Creator: MONTGOMERY BELL ACADEMY

Form 5500-SF

FILING_RECEIVED

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR AFFECTED ADMINISTRATORS OF M.B.A.

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

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 MONTGOMERY BELL ACADEMY.

Plan sponsor

Name

MONTGOMERY BELL ACADEMY

EIN

62-0513741

Address

4001 HARDING ROAD · NASHVILLE, TN · 37205

Phone

(615) 298-5514

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

2025-10-03

Pension benefit codes

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

CITY KIDS TO WILDERNESS PROJECT INC.

CITY KIDS TO WILDERNESS PROJECT 401(K) PLAN

$392K · 13 participants

ELIZABETH SETON CENTER INC.

ELIZABETH SETON CENTER INC. PROFIT SHARING PLAN

$392K · 67 participants

AAA CONSTRUCTION SCHOOL, INC.

AAA CONSTRUCTION SCHOOL, INC. 401(K) PS PLAN

$393K · 5 participants

THE FOUNDATION FOR MAINE'S COMMUNITY COLLEGES

THE FOUNDATION FOR MAINE'S COMMUNITY COLLEGES 403(B) PLAN

$392K · 3 participants

AMERICAN INTERNATIONAL SCHOOL ABUJA