Original filing (PDF)20250508123904NAL0011961745001

MONTESSORI OF MAUI, INC.

Name: MONTESSORI OF MAUI, INC. — MONTESSORI SCHOOL OF MAUI 403(B) DC PLAN, Form 5500 (2023)
Creator: MONTESSORI OF MAUI, INC.

Form 5500-SF

FILING_RECEIVED

MONTESSORI SCHOOL OF MAUI 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONTESSORI OF MAUI, INC..

Plan sponsor

Name

MONTESSORI OF MAUI, INC.

EIN

99-0223419

Address

2933 BALDWIN AVENUE · MAKAWAO, HI · 96768

Phone

(808) 573-1230

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-05-08

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Educational Services plans

ROSSLYN ACADEMY

ROSSLYN ACADEMY RETIREMENT PLAN

$2.0M · 60 participants

SPOTTED ZEBRA LEARNING CENTER

THE SPOTTED ZEBRA LEARNING CENTER 401(K) PROFIT SHARING PLAN

$2.0M · 40 participants

NEW HOPE CHRISTIAN ACADEMY, INC.

NEW HOPE CHRISTIAN ACADEMY RETIREMENT PLAN

$2.0M · 52 participants

MONTESSORI SHIR-HASHIRIM

MONTESSORI SHIR-HASHIRIM PROFIT SHARING 401(K) PLAN

$2.0M · 10 participants

BACKSEAT DRIVER & ASSOCIATES, INC.

BACKSEAT DRIVER AND ASSOCIATES,INC 401(K) PLAN PROFIT SHARING PLAN