How big is Undercroft Montessori School's plan?

Undercroft Montessori School's plan reported $1.7M in assets and 45 participants for 2024.

Original filing (PDF)20251013111704NAL0002562914001

Undercroft Montessori School

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

Form 5500-SF

FILING_RECEIVED

Undercroft Montessori School 401(k) Plan

401(k) retirement plan · Undercroft Montessori School's Undercroft Montessori School 401(k) Plan held $1.7M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Nancy Davis signed Undercroft Montessori School's 2024 Form 5500 as plan administrator.

Nancy Davis — 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

Undercroft Montessori School's EIN is 73-6099978.

EIN 73-6099978

Plan number 001

Plan year 2024

ACK ID 20251013111704NAL0002562914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Undercroft Montessori School's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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