How big is MT Madonna School Inc.'s plan?

MT Madonna School Inc.'s plan reported $1.2M in assets and 15 participants for 2024.

Original filing (PDF)20260122143133NAL0009385218001

MT Madonna School Inc.

Name: MT Madonna School Inc. — Form 5500 (2024)
Creator: MT Madonna School Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · MT Madonna School Inc. held $1.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Laurie Romero signed MT Madonna School Inc.'s 2024 Form 5500 as plan administrator.

Laurie Romero — 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

MT Madonna School Inc.'s EIN is 94-2693186.

EIN 94-2693186

Plan number 002

Plan year 2024

ACK ID 20260122143133NAL0009385218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MT Madonna School Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MT Madonna School Inc.'s plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MT MADONNA SCHOOL INC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MT MADONNA SCHOOL INC

EIN

all filings

Address

491 SUMMIT RD · WATSONVILLE, CA · 950769781

Phone

(408) 846-4021

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-22

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

Urban Choice Charter School

Urban Choice Charter School 403(b) Plan

$1.2M · 6 participants

PSC-CUNY Welfare Fund

PSC-CUNY Welfare Fund 401(k) Plan

$1.2M · 11 participants

Teachers on Reserve LLC

Teachers on Reserve LLC 401(k) Profit Sharing Plan & Trust

$1.2M · 44 participants

Tandem, Partners in Early Learning

Tandem, Partners in Early Learning 401(k) Plan

$1.2M · 23 participants

The Hogan Family Foundation, Inc.

The Hogan Family Foundation, Inc. Salary Savings Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.