How big is Upper Valley Waldorf School's plan?

Upper Valley Waldorf School's plan reported $1.8M in assets and 37 participants for 2024.

Original filing (PDF)20250714124634NAL0000882179001

Upper Valley Waldorf School

Name: Upper Valley Waldorf School — Upper Valley Waldorf, Form 5500 (2024)
Creator: Upper Valley Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper Valley Waldorf School 403(b) Plan

401(k) retirement plan · Upper Valley Waldorf School's Upper Valley Waldorf School 403(b) Plan held $1.8M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Upper Valley Waldorf School's EIN is 03-0312346.

EIN 03-0312346

Plan number 001

Plan year 2024

ACK ID 20250714124634NAL0000882179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upper Valley Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Valley Waldorf School's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY WALDORF SCHOOL.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score