Original filing (PDF)20250411145507NAL0036225472001

THE WALDORF SCHOOL OF GARDEN CITY

Name: THE WALDORF SCHOOL OF GARDEN CITY — WALDORF SCHOOL OF GARDEN CITY DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: THE WALDORF SCHOOL OF GARDEN CITY

Form 5500

FILING_RECEIVED

WALDORF SCHOOL OF GARDEN CITY DEFINED CONTRIBUTION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

160

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE WALDORF SCHOOL OF GARDEN CITY

EIN

11-1855654

Address

225 CAMBRIDGE AVENUE · GARDEN CITY, NY · 115304351

Phone

(516) 742-3434

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2C · Money purchase (other than target benefit)

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $159K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.