How big is Montessori Academy CARY's plan?

Montessori Academy CARY's plan reported $90K in assets and 21 participants for 2024.

Original filing (PDF)20250602080109NAL0006416595001

Montessori Academy CARY

Name: Montessori Academy CARY — Triangle Montessori, Form 5500 (2024)
Creator: Montessori Academy CARY
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Triangle Montessori Academy 401(k) Plan

401(k) retirement plan · Montessori Academy CARY's Triangle Montessori Academy 401(k) Plan held $90K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Nick Patel signed Montessori Academy CARY's 2024 Form 5500 as plan administrator.

Nick Patel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Montessori Academy CARY's EIN is 83-1170077.

EIN 83-1170077

Plan number 001

Plan year 2024

ACK ID 20250602080109NAL0006416595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montessori Academy CARY from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montessori Academy CARY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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