How big is Austin Montessori School's plan?

Austin Montessori School's plan reported $5.7M in assets and 91 participants for 2025.

Original filing (PDF)20260325135547NAL0003729185001

Austin Montessori School

Name: Austin Montessori School — Austin Montessori School, Form 5500 (2025)
Creator: Austin Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austin Montessori School 403 (B) DC Plan

401(k) retirement plan · Austin Montessori School's Austin Montessori School 403 (B) DC Plan held $5.7M in plan assets for 91 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

Plan identifiers

Austin Montessori School's EIN is 74-2699667.

EIN 74-2699667

Plan number 001

Plan year 2025

ACK ID 20260325135547NAL0003729185001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Austin Montessori School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Austin Montessori School's plan includes profit-sharing, a self-directed brokerage window, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a 403(b) annuity, automatic enrollment.

Decision-maker contacts

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

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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