Original filing (PDF)20251119083106NAL0002074051001

WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA

Name: WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA — WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA 403(B) DC, Form 5500 (2024)
Creator: WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA

Form 5500-SF

FILING_RECEIVED

WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA 403(B) DC

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA.

Plan sponsor

Name

WALDORF SCHOOL ASSOCIATION OF PRINCETON AREA

EIN

22-2224076

Address

1062 CHERRY HILL ROAD · PRINCETON, NJ · 085407722

Phone

(609) 466-1970

Industry

Educational Servicessee 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

2025-11-19

Pension benefit codes

2L · 403(b)(1) annuity

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

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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