How big is Montgomery Bell Academy's plan?

Montgomery Bell Academy's plan reported $393K in assets and 5 participants for 2024.

Original filing (PDF)20251003140517NAL0001492273001

Montgomery Bell Academy

Name: Montgomery Bell Academy — TIAA-CREF Tax Deferred, Form 5500 (2024)
Creator: Montgomery Bell Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TIAA-CREF Tax Deferred Annuity Plan for Affected Administrators of M.B.A.

403(b) retirement plan · Montgomery Bell Academy's TIAA-CREF Tax Deferred Annuity Plan for Affected Administrators of M.B.A. held $393K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Vicki Matthews signed Montgomery Bell Academy's 2024 Form 5500 as plan administrator.

Vicki Matthews — 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

Montgomery Bell Academy's EIN is 62-0513741.

EIN 62-0513741

Plan number 002

Plan year 2024

ACK ID 20251003140517NAL0001492273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Montgomery Bell Academy's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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