# The Montessori School 403(b) Plan
Source: https://planprovider.pro/companies/the-montessori-school-plan

> The Montessori School's 403(b) plan: 30 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Montessori School

- **Sponsor EIN:** 231726671

- **Sponsor Address:** 1701 JARRETTOWN RD, DRESHER, PA, 19025

- **Plan Type:** 403(b)

- **Total Participants:** 30

- **Total Assets:** $1.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|30|$1.9M|$35,852|$23,342|

| 2023|28|$1.8M|$27,894|$25,797|

| 2022|24|$1.5M|$0|$25,392|

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