Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALCUIN MONTESSORI SCHOOL
EIN 36-2464693writing and editingLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
60
324 N. OAK PARK AVE - OAK PARK, IL 60302708-366-1882alcuin.orgLinkedIn11-50 employeeswriting and editing
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 60 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ALCUIN MONTESSORI SCHOOL 401(K) PLAN AND TRUST
401k
Assets$1.4M
Participants54
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ALCUIN MONTESSORI SCHOOL TAX SHELTERED ANNUITY
403b
Assets$202K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALCUIN MONTESSORI SCHOOL 401(K) PLAN AND TRUST | 401k | $1.4M | 54 | 2025 | |
| 001 | ALCUIN MONTESSORI SCHOOL TAX SHELTERED ANNUITY | 403b | $202K | 6 | 2025 |
Retirement plans