Original filing (PDF)20251215092054NAL0003153474002

ISLAND VILLAGE MONTESSORI CHARTER SCHOOL, INC.

Name: ISLAND VILLAGE MONTESSORI CHARTER SCHOOL, INC. — ISLAND VILLAGE MONTESSORI 401(K) PLAN, Form 5500 (2024)
Creator: ISLAND VILLAGE MONTESSORI CHARTER SCHOOL, INC.

Form 5500-SF

FILING_RECEIVED

ISLAND VILLAGE MONTESSORI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

ISLAND VILLAGE MONTESSORI CHARTER SCHOOL, INC.

EIN

65-1067095

Address

2001 PINEBROOK RD · VENICE, FL · 34292

Phone

(941) 484-4999

Industry

Educational Servicessee all

Plan administrator