Original filing (PDF)20251013191329NAL0001776561001

TRI-VALLEY MONTESSORI SCHOOL DBA VALLEY MONTESSORI SCHOOL

Name: TRI-VALLEY MONTESSORI SCHOOL DBA VALLEY MONTESSORI SCHOOL — VALLEY MONTESSORI 403(B) PLAN, Form 5500 (2024)
Creator: TRI-VALLEY MONTESSORI SCHOOL DBA VALLEY MONTESSORI SCHOOL

Form 5500-SF

FILING_RECEIVED

VALLEY MONTESSORI 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRI-VALLEY MONTESSORI SCHOOL DBA VALLEY MONTESSORI SCHOOL.

Plan sponsor

Name

TRI-VALLEY MONTESSORI SCHOOL DBA VALLEY MONTESSORI SCHOOL

EIN

94-3215556

Address

1273 NORTH LIVERMORE AVE · LIVERMORE, CA · 94551

Phone

(925) 455-8021

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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