Original filing (PDF)20251009100702NAL0011225344001

WESTSIDE MONTESSORI SCHOOL, INC

Name: WESTSIDE MONTESSORI SCHOOL, INC — WESTSIDE MONTESSORI SCHOOL 403B RETIREMENT PLAN, Form 5500 (2024)
Creator: WESTSIDE MONTESSORI SCHOOL, INC

Form 5500-SF

FILING_RECEIVED

WESTSIDE MONTESSORI SCHOOL 403B RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$872K

Net assets (EOY)

$872K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WESTSIDE MONTESSORI SCHOOL, INC

DBA

WESTSIDE MONTESSORI SCHOOL

EIN

74-1953649

Address

13555 BRIAR FOREST DR · HOUSTON, TX · 770771905

Phone