Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
THE MONTESSORI SCHOOL OF MCLEAN
EIN 54-0946800fine artLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
113
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 113 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
MONTESSORI SCHOOL OF MCLEAN CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants45
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MONTESSORI SCHOOL OF MCLEAN 403(B) PLAN
403b
Assets$1.3M
Participants68
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 | MONTESSORI SCHOOL OF MCLEAN CASH BALANCE PLAN | CashBalance | $3.1M | 45 | 2024 | |
| 003 | MONTESSORI SCHOOL OF MCLEAN 403(B) PLAN | 403b | $1.3M | 68 | 2025 |
Retirement plans