How big is Kimberton Waldorf School's plan?

Kimberton Waldorf School's plan reported $3.3M in assets and 40 participants for 2024.

Original filing (PDF)20251204094012NAL0002990672001

Kimberton Waldorf School

Name: Kimberton Waldorf School — Kimberton Waldorf School, Form 5500 (2024)
Creator: Kimberton Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberton Waldorf School 403(b) Plan

403(b) retirement plan · Kimberton Waldorf School's Kimberton Waldorf School 403(b) Plan held $3.3M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

CALI Merion signed Kimberton Waldorf School's 2024 Form 5500 as plan administrator.

CALI Merion — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kimberton Waldorf School's EIN is 23-1494797.

EIN 23-1494797

Plan number 001

Plan year 2024

ACK ID 20251204094012NAL0002990672001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kimberton Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kimberton Waldorf School's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 (87th percentile).

Plan sponsor

Name

KIMBERTON WALDORF SCHOOL

EIN

all filings

Address

410 W SEVEN STARS ROAD · PO BOX 350 · KIMBERTON, PA · 19442

Phone

(610) 933-3635

Industry

Educational Services

Plan administrator