Plan Snapshot
- Plan Sponsor: Montessori Academy
- Sponsor EIN: 621216240
- Sponsor Address: 100 MONTESSORI DR., BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 52 | $1.2M | $32,043 | $113,089 |
| 2023 | 59 | $1.4M | $27,924 | $104,154 |
| 2022 | 63 | $1.1M | $33,331 | $100,386 |