· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE WALDEN SCHOOL, INC. — THE WALDEN SCHOOL INC. 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250814093450NAL0008979091001
THE WALDEN SCHOOL, INC.
Form 5500-SF
FILING_RECEIVED
THE WALDEN SCHOOL INC. 403(B) PLAN
401(k) retirement plan
Active participants
35
Accounts w/ balance
22
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
86
/ 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
THE WALDEN SCHOOL, INC.
.
Find decision makers
Plan sponsor
Name
THE WALDEN SCHOOL, INC.
EIN
23-1713166
Address
901 N PROVIDENCE ROAD · MEDIA, PA · 19063
Phone
(610) 892-2990
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
2025-08-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
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
CONSUMER FEDERATION OF AMERICA
CONSUMER FEDERATION OF AMERICA 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 22 participants
MICHIGAN INSTITUTE OF AERONAUTIC
M. I. O. A. 401K PROFIT SHARING
$2.4M · 190 participants
JODIS GYM, INC.
JODIS GYM, INC. PROFIT SHARING PLAN
$2.4M · 6 participants
LEAGUE FOR INNOVATION IN THE COMMUNITY COLLEGE
THE LEAGUE 401(K) PLAN
$2.4M · 7 participants
THE CORNERSTONE SCHOOL
CORNERSTONE SCHOOL PREMIUM OFFSET
80
Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
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.
$2.4M · 27 participants
OAK HILL ACADEMY
OAK HILL ACADEMY RETIREMENT PLAN
$2.4M · 58 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
