Original filing (PDF)20250402130937NAL0005350995001

MONTESSORI DE TERRA LINDA

Name: MONTESSORI DE TERRA LINDA — MONTESSORI DE TERRA LINDA DEFINED CONTRIBUTION RETIREMENT #330208, Form 5500 (2023)
Creator: MONTESSORI DE TERRA LINDA

Form 5500-SF

FILING_RECEIVED

MONTESSORI DE TERRA LINDA DEFINED CONTRIBUTION RETIREMENT #330208

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 MONTESSORI DE TERRA LINDA.

Plan sponsor

Name

MONTESSORI DE TERRA LINDA

EIN

68-0360702

Address

610 DEL GANADO ROAD · SAN RAFAEL, CA · 949032306

Phone

(415) 479-7373

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-02

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

CHRISTIAN SCHOOL ASSOCIATION OF NORTH CENTRAL JERSEY

TIMOTHY CHRISTIAN SCHOOL 401(K) RETIREMENT PLAN

$2.4M · 92 participants

DESERT CHRISTIAN SCHOOLS, INC.

DESERT CHRISTIAN SCHOOLS, INC. 401(K) PLAN

$2.4M · 66 participants

HORIZONS NATIONAL

HORIZONS NATIONAL 401(K) PLAN

$2.4M · 14 participants

NEW DAWN CHARTER HIGH SCHOOL

403(B) THRIFT PLAN OF NEW DAWN CHARTER HIGH SCHOOL

$2.4M · 74 participants

BANGOR THEOLOGICAL SEMINARY

BANGOR THEOLOGICAL SEMINARY RETIREMENT ANNUITY PLAN UNDER TEACHER'S INSURANCE ANNUITY ASSOCIATION