· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WALDORF SCHOOL AT MORAINE FARM, INC. — WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007093223NAL0002346835001
WALDORF SCHOOL AT MORAINE FARM, INC.
Form 5500-SF
FILING_RECEIVED
WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN
403(b) retirement plan
Active participants
20
Accounts w/ balance
52
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
WALDORF SCHOOL AT MORAINE FARM, INC.
.
Find decision makers
Plan sponsor
Name
WALDORF SCHOOL AT MORAINE FARM, INC.
EIN
04-2861201
Address
701 CABOT STREET · BEVERLY, MA · 01915
Phone
(978) 927-8811
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2T · Default investment account (QDIA)
2L · 403(b)(1) annuity
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Educational Services plans
S3 PERSPECTIVES INC
S3 PERSPECTIVES INC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 86 participants
NORTH COUNTRY SCHOOL
NORTH COUNTRY SCHOOL VOLUNTARY TDA PLAN
$1.2M · 39 participants
BELMONT ACADEMY
BELMONT ACADEMY RETIREMENT SAVINGS PLAN
$1.2M · 94 participants
PERFORMANCE MANAGEMENT, INC.
PERFORMANCE MANAGEMENT, INC. 401(K) SALARY REDUCTION PLAN & TRUST
$1.2M · 10 participants
THE LINDGREN NURSERY SCHOOL
THE LINDGREN NURSERY SCHOOL PROFIT SHARING PLAN
100
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.
$1.2M · 29 participants
YOUNG MARINES OF THE MARINE CORPS LEAGUE
YOUNG MARINES 403(B) PLAN
$1.2M · 9 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
