# Montessori Academy 401(k) Plan
Source: https://planprovider.pro/companies/montessori-academy-401k-plan

> Montessori Academy's 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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