How big is University Heights Montessori's plan?

University Heights Montessori's plan reported $301K in assets and 10 participants for 2025.

Original filing (PDF)20260421132510NAL0002510849001

University Heights Montessori

Name: University Heights Montessori — University Heights, Form 5500 (2025)
Creator: University Heights Montessori
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

University Heights Montessori 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · University Heights Montessori's University Heights Montessori 401(k) Profit Sharing Plan & Trust held $301K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

People on this filing

Shirley Gaston signed University Heights Montessori's 2025 Form 5500 as plan administrator.

Shirley Gaston — 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

University Heights Montessori's EIN is 94-3242423.

EIN 94-3242423

Plan number 001

Plan year 2025

ACK ID 20260421132510NAL0002510849001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for University Heights Montessori from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

University Heights Montessori's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (95th percentile).

Plan sponsor

Name

UNIVERSITY HEIGHTS MONTESSORI

EIN

all filings

Address

2066 AVY AVE · MENLO PARK, CA · 940256033

Phone

(650) 854-6993

Industry

Educational Services

Plan administrator