How big is San Anselmo Montessori School's plan?

San Anselmo Montessori School's plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20251020151917NAL0000684704001

San Anselmo Montessori School

Name: San Anselmo Montessori School — Form 5500 (2024)
Creator: San Anselmo Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · San Anselmo Montessori School held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Sherie Shughart signed San Anselmo Montessori School's 2024 Form 5500 as plan administrator.

Sherie Shughart — 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

San Anselmo Montessori School's EIN is 94-2588486.

EIN 94-2588486

Plan number 362

Plan year 2024

ACK ID 20251020151917NAL0000684704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for San Anselmo Montessori School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

San Anselmo Montessori School's plan includes a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN ANSELMO MONTESSORI 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

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 (92nd percentile).

Plan sponsor

Name

SAN ANSELMO MONTESSORI SCHOOL

EIN

all filings

Address

PO BOX 707 · SAN ANSELMO, CA · 949790707

Phone

(415) 457-3428

Industry

Educational Services

Plan administrator