Original filing (PDF)20251204094012NAL0002990672001

KIMBERTON WALDORF SCHOOL

Name: KIMBERTON WALDORF SCHOOL — KIMBERTON WALDORF SCHOOL 403(B) PLAN, Form 5500 (2024)
Creator: KIMBERTON WALDORF SCHOOL

Form 5500-SF

FILING_RECEIVED

KIMBERTON WALDORF SCHOOL 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 KIMBERTON WALDORF SCHOOL.

Plan sponsor

Name

KIMBERTON WALDORF SCHOOL

EIN

23-1494797

Address

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

Phone

(610) 933-3635

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

2025-12-04

Pension benefit codes

2A · Age/service weighted or new comparability

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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