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BERKSHIRE WALDORF SCHOOL, INC. — GREAT BARRINGTON RUDOLF STEINER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930080650NAL0005380899002
BERKSHIRE WALDORF SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
GREAT BARRINGTON RUDOLF STEINER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
30
Accounts w/ balance
43
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE WALDORF SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
BERKSHIRE WALDORF SCHOOL, INC.
EIN
04-2484589
Address
35 WEST PLAIN ROAD · GREAT BARRINGTON, MA · 012301573
Phone
(413) 528-4015
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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