Original filing (PDF)20251015094858NAL0008591874001

DESERT MONTESSORI SCHOOL

Name: DESERT MONTESSORI SCHOOL — DESERT MONTESSORI SCHOOL 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: DESERT MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

DESERT MONTESSORI SCHOOL 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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 (9th 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 DESERT MONTESSORI SCHOOL.

Plan sponsor

Name

DESERT MONTESSORI SCHOOL

EIN

85-0423730

Address

316 CAMINO DELORA · SANTA FE, NM · 87505

Phone

(505) 983-8212

Industry

Educational Servicessee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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