Original filing (PDF)20250403140051NAL0005856499001

GREAT BEGINNINGS MONTESSORI SCHOOL

Name: GREAT BEGINNINGS MONTESSORI SCHOOL — GREAT BEGINNINGS MONTESSORI SCHOOL 403(B) PLAN, Form 5500 (2023)
Creator: GREAT BEGINNINGS MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

GREAT BEGINNINGS MONTESSORI SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

GREAT BEGINNINGS MONTESSORI SCHOOL

EIN

81-0439260

Address

100 SPRINGHILL LN · BOZEMAN, MT · 597159363

Phone

(406) 587-0132

Industry

Educational Servicessee all

Plan administrator