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ACORN MONTESSORI CHARTER SCHOOL, INC. — ACORN MONTESSORI CHARTER SCHOOL, INC. 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260217151043NAL0007464915001
ACORN MONTESSORI CHARTER SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
ACORN MONTESSORI CHARTER SCHOOL, INC. 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
74
Accounts w/ balance
37
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
86
/ 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
ACORN MONTESSORI CHARTER SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
ACORN MONTESSORI CHARTER SCHOOL, INC.
EIN
86-1022936
Address
8556 E LOOS DR · PRESCOTT VALLEY, AZ · 863146455
Phone
(928) 772-5778
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-02-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
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