Original filing (PDF)20250624085020NAL0007066977001

ST. CATHERINE'S MONTESSORI

Name: ST. CATHERINE'S MONTESSORI — ST. CATHERINE'S MONTESSORI 403(B) PLAN, Form 5500 (2024)
Creator: ST. CATHERINE'S MONTESSORI

Form 5500-SF

FILING_RECEIVED

ST. CATHERINE'S MONTESSORI 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 ST. CATHERINE'S MONTESSORI.

Plan sponsor

Name

ST. CATHERINE'S MONTESSORI

EIN

74-1727136

Address

9821 TIMBERSIDE DR. · HOUSTON, TX · 77025

Phone

(713) 665-2195

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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