Original filing (PDF)20251015140458NAL0002417347001

THE MONTESSORI SCHOOL OF SAN ANTONIO

Name: THE MONTESSORI SCHOOL OF SAN ANTONIO — THE MONTESSORI SCHOOL OF SAN ANTONIO DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN, Form 5500 (2024)
Creator: THE MONTESSORI SCHOOL OF SAN ANTONIO

Form 5500-SF

FILING_RECEIVED

THE MONTESSORI SCHOOL OF SAN ANTONIO DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

105

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 (90th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE MONTESSORI SCHOOL OF SAN ANTONIO

EIN

74-2233098

Address

17722 ROGERS RANCH PARKWAY · SAN ANTONIO, TX · 78258

Phone

(210) 492-3553

Industry

Educational Servicessee all

Plan administrator