· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LIMAI MONTESSORI ACADEMY RSM L — LIMAI MONTESSORI ACADEMY RSM L 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250604173543NAL0011426273001
LIMAI MONTESSORI ACADEMY RSM L
Form 5500-SF
FILING_RECEIVED
LIMAI MONTESSORI ACADEMY RSM L 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
14
Accounts w/ balance
16
Plan assets (EOY)
$449K
Net assets (EOY)
$449K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LIMAI MONTESSORI ACADEMY RSM L
.
Find decision makers
Plan sponsor
Name
LIMAI MONTESSORI ACADEMY RSM L
EIN
83-3032797
Address
5309 BEACH BLVD · BUENA PARK, CA · 90621
Phone
(714) 860-2234
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
LADYBIRD INC.
LADYBIRD GROUP 401K PLAN
$448K · 184 participants
BEAR-Y CHERRY TREE OF JEFFERSON, INC.
BEAR-Y CHERRY TREE OF JEFFERSON, INC. 401(K) PLAN
$448K · 35 participants
JUGANDO SE APRENDE
JUGANDO SE APRENDE 401(K) AND PROFIT SHARING PLAN
$447K · 39 participants
LINDLEY, INC
LINDLEY, INC 401K PLAN
$452K · 30 participants
CAMPUS FUN AND LEARN CHILD DEVELOPMENT CENTER, INC.
CAMPUS FUN AND LEARN CHILD DEVELOPMENT CENTER, INC. 403(B) DC PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$446K · 6 participants
PAKACHOAG ACRES DAY CARE CENTER, INC.
PAKACHOAG ACRES DAY CARE CENTER, INC. 401(K) PLAN
$453K · 31 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
