Original filing (PDF)20240404114331NAL0019322128001

LAKELAND MONTESSORI SCHOOLHOUSE, IN

Name: LAKELAND MONTESSORI SCHOOLHOUSE, IN — LAKELAND MONTESSORI 403(B) PLAN, Form 5500 (2022)
Creator: LAKELAND MONTESSORI SCHOOLHOUSE, IN

Form 5500-SF

FILING_RECEIVED

LAKELAND MONTESSORI 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKELAND MONTESSORI SCHOOLHOUSE, IN.

Plan sponsor

Name

LAKELAND MONTESSORI SCHOOLHOUSE, IN

EIN

90-0131857

Address

1124 NORTH LAKE PARKER AVE. · LAKELAND, FL · 33805

Phone

(863) 413-0003

Industry

Educational Servicessee all

Plan administrator