How big is Monteverde School's plan?

Monteverde School's plan reported $1.2M in assets and 12 participants for 2024.

Original filing (PDF)20250827170605NAL0005075363001

Monteverde School

Name: Monteverde School — Monteverde School 401(k) Plan, Form 5500 (2024)
Creator: Monteverde School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monteverde School 401(k) Plan

401(k) retirement plan · Monteverde School's Monteverde School 401(k) Plan held $1.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Monteverde School's EIN is 94-3180635.

EIN 94-3180635

Plan number 001

Plan year 2024

ACK ID 20250827170605NAL0005075363001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Monteverde School's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off