How big is St. Helena Montessori School, Inc.'s plan?

St. Helena Montessori School, Inc.'s plan reported $2.3M in assets and 45 participants for 2024.

Original filing (PDF)20251007131332NAL0002700355001

St. Helena Montessori School, Inc.

Name: St. Helena Montessori School, Inc. — St. Helena, Form 5500 (2024)
Creator: St. Helena Montessori School, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Helena Montessori School, Inc. Defined Contribution Retirement Plan

403(b) retirement plan · St. Helena Montessori School, Inc.'s St. Helena Montessori School, Inc. Defined Contribution Retirement Plan held $2.3M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

St. Helena Montessori School, Inc.'s EIN is 68-0187708.

EIN 68-0187708

Plan number 001

Plan year 2024

ACK ID 20251007131332NAL0002700355001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for St. Helena Montessori School, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

St. Helena Montessori School, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

Finding similar companies…

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

Helping the score