How big is Oneonta Montessori School Alhamb's plan?

Oneonta Montessori School Alhamb's plan reported $868K in assets and 14 participants for 2025.

Original filing (PDF)20260521120304NAL0002537633001

Oneonta Montessori School Alhamb

Name: Oneonta Montessori School Alhamb — Oneonta Montessor, Form 5500 (2025)
Creator: Oneonta Montessori School Alhamb
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oneonta Montessori School 401(k) Plan

401(k) retirement plan · Oneonta Montessori School Alhamb's Oneonta Montessori School 401(k) Plan held $868K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$868K

Net assets (EOY)

$868K

People on this filing

Fiona Emersley signed Oneonta Montessori School Alhamb's 2025 Form 5500 as plan administrator.

Fiona Emersley — 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

Oneonta Montessori School Alhamb's EIN is 95-3898822.

EIN 95-3898822

Plan number 001

Plan year 2025

ACK ID 20260521120304NAL0002537633001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Oneonta Montessori School Alhamb's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ONEONTA MONTESSORI SCHOOL ALHAMB.

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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