Original filing (PDF)20260416141114NAL0028274608001

Tri-Valley Montessori School DBA Valley Montessori School

Name: Tri-Valley Montessori School DBA Valley Montessori School — Form 5500 Plan 001 (2025)
Creator: Tri-Valley Montessori School DBA Valley Montessori School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Montessori 403(b) Plan

403(b) retirement plan · Tri-Valley Montessori School DBA Valley Montessori School's Valley Montessori 403(b) Plan held $5.5M in plan assets for 121 participants in 2025.

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

103

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Tri-Valley Montessori School DBA Valley Montessori School's EIN is 94-3215556.

EIN 94-3215556

Plan number 001

Plan year 2025

ACK ID 20260416141114NAL0028274608001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tri-Valley Montessori School DBA Valley Montessori School from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tri-Valley Montessori School DBA Valley Montessori School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score