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PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC — THE HARTSBROOK SCHOOL DEFINED BENEFIT RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240209100622NAL0002919027001
PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC
Form 5500-SF
FILING_RECEIVED
THE HARTSBROOK SCHOOL DEFINED BENEFIT RETIREMENT PLAN
403(b) retirement plan
Active participants
45
Accounts w/ balance
102
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC
.
Find decision makers
Plan sponsor
Name
PIONEER VALLEY WALDORF SCHOOL ASSOCIATION INC
EIN
04-2734173
Address
193 BAY ROAD · HADLEY, MA · 01035
Phone
(413) 586-1908
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-09-01
Tax period
2023-08-31
Filed
2024-02-09
Pension benefit codes
2L · 403(b)(1) annuity
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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