Original filing (PDF)20260212151639NAL0000269971001

RIVER VALLEY WALDORF SCHOOL

Name: RIVER VALLEY WALDORF SCHOOL — RIVER VALLEY SCHOOL 403(B) DC PLAN, Form 5500 (2024)
Creator: RIVER VALLEY WALDORF SCHOOL

Form 5500-SF

FILING_RECEIVED

RIVER VALLEY SCHOOL 403(B) DC PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$412K

Net assets (EOY)

$412K

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 RIVER VALLEY WALDORF SCHOOL.

Plan sponsor

Name

RIVER VALLEY WALDORF SCHOOL

EIN

23-2704723

Address

1395 BRIDGETON HILL RD · UPPER BLACK EDDY, PA · 189729721

Phone

(610) 982-5606

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-05-01

Tax period

2025-04-30

Filed

2026-02-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

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

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

EDVANCE

EDVANCE 401K PROFIT SHARING PLAN

$412K · 23 participants

GLOBAL LANGUAGE STRATEGIES

GLOBAL LANGUAGE STRATEGIES 401(K) PLAN

$413K · 18 participants

INSURANCE SOCIETY OF PHILADELPHIA

INSURANCE SOCIETY OF PHILADELPHIA DEFINED CONTRIBUTION PLAN

$411K

REM LEARNING CENTER SOUTH INC

REM LEARNING CENTER SOUTH INC 401(K) PROFIT SHARING PLAN & TRUST

$413K · 26 participants

THE DA VINCI ALLIANCE

THE DA VINCI ALLIANCE 401(K) PLAN