Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
ST. CROIX MONTESSORI SCHOOL
EIN 41-1814281education managementLatest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
47
177 NEAL AVENUE NORTH - STILLWATER, MN 550827540651-436-2603stcroixmontessori.orgLinkedIn11-50 employeeseducation management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 47 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#001
ST. CROIX MONTESSORI 403(B) TDA PLAN
403b
Assets$1.1M
Participants23
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ST. CROIX MONTESSORI 403(B) DC PLAN
403b
Assets$371K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ST. CROIX MONTESSORI 403(B) TDA PLAN | 403b | $1.1M | 23 | 2025 | |
| 002 | ST. CROIX MONTESSORI 403(B) DC PLAN | 403b | $371K | 24 | 2025 |
Retirement plans