Original filing (PDF)20250930101741NAL0013062512001

MONTESSORI SCHOOL AT LONE TREE

Name: MONTESSORI SCHOOL AT LONE TREE — EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE, Form 5500 (2024)
Creator: MONTESSORI SCHOOL AT LONE TREE

Form 5500-SF

FILING_RECEIVED

EMPLOYEE BENEFIT PLAN OF MONTESSORI SCHOOL AT LONE TREE

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTESSORI SCHOOL AT LONE TREE.

Plan sponsor

Name

MONTESSORI SCHOOL AT LONE TREE

EIN

84-1245215

Address

9396 ERMINEDALE DR · LONE TREE, CO · 801248969

Phone

(303) 799-8540

Industry

Health Care & Social Assistancesee 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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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