The Montessori School 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Montessori School
  • Sponsor EIN: 841640780
  • Sponsor Address: 300 MONTESSORI WAY, CHATTANOOGA, TN, 37401
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $942,622

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$942,622$0$124,772
202325$942,622$0$124,772
202228$708,515$0$103,767

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