How big is Montessori Education Centre- Charter School's plan?

Montessori Education Centre- Charter School's plan reported $937K in assets and 81 participants for 2024.

Original filing (PDF)20251023142127NAL0002157681001

Montessori Education Centre- Charter School

Name: Montessori Education Centre- Charter School — Form 5500 Plan 001 (2024)
Creator: Montessori Education Centre- Charter School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Montessori Education Centre- Charter School 403(b) Retirement Plan

403(b) retirement plan · Montessori Education Centre- Charter School's Montessori Education Centre- Charter School 403(b) Retirement Plan held $937K in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$937K

Net assets (EOY)

$937K

People on this filing

Tamara Whiting signed Montessori Education Centre- Charter School's 2024 Form 5500 as plan administrator.

Tamara Whiting — 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 Education Centre- Charter School's EIN is 86-0825401.

EIN 86-0825401

Plan number 001

Plan year 2024

ACK ID 20251023142127NAL0002157681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Montessori Education Centre- Charter School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Montessori Education Centre- Charter School's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off