What public Form 5500 filings show about the Upper Valley Waldorf School 401(k) plan — and how to find and check your own account.
Upper Valley Waldorf School (EIN 03-0312346) reports UPPER VALLEY WALDORF SCHOOL 403(B) PLAN on its most recent Form 5500, with $1.8M in plan assets across 37 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Upper Valley Waldorf School filing — schedules, fees, and providers.
Upper Valley Waldorf School’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Upper Valley Waldorf SchoolHR for the recordkeeper’s name and login.
