How big is Montessori de Terra Linda's plan?

Montessori de Terra Linda's plan reported $2.4M in assets and 31 participants for 2023.

Original filing (PDF)20250402130937NAL0005350995001

Montessori de Terra Linda

Name: Montessori de Terra Linda — Montessori de Terra, Form 5500 (2023)
Creator: Montessori de Terra Linda
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montessori de Terra Linda Defined Contribution Retirement #330208

403(b) retirement plan · Montessori de Terra Linda's Montessori de Terra Linda Defined Contribution Retirement #330208 held $2.4M in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

KATE Ferini signed Montessori de Terra Linda's 2023 Form 5500 as plan administrator.

KATE Ferini — 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

Montessori de Terra Linda's EIN is 68-0360702.

EIN 68-0360702

Plan number 001

Plan year 2023

ACK ID 20250402130937NAL0005350995001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Montessori de Terra Linda from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Montessori de Terra Linda'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 MONTESSORI DE TERRA LINDA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MONTESSORI DE TERRA LINDA

EIN

all filings

Address

610 DEL GANADO ROAD · SAN RAFAEL, CA · 949032306

Phone

(415) 479-7373

Industry

Educational Services

Plan administrator