Original filing (PDF)20230928082415NAL0012138913001

THE WALDORF SCHOOL OF BALTIMORE, INC.

Name: THE WALDORF SCHOOL OF BALTIMORE, INC. — THE WALDORF SCHOOL OF BALTIMORE RETIREMENT AND SAVINGS PLAN, Form 5500 (2022)
Creator: THE WALDORF SCHOOL OF BALTIMORE, INC.

Form 5500-SF

FILING_RECEIVED

THE WALDORF SCHOOL OF BALTIMORE RETIREMENT AND SAVINGS PLAN

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 THE WALDORF SCHOOL OF BALTIMORE, INC..

Plan sponsor

Name

THE WALDORF SCHOOL OF BALTIMORE, INC.

EIN

23-7305478

Address

4801 TAMARIND RD · BALTIMORE, MD · 212094645

Phone

(410) 367-6808

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-30

Filed

2023-09-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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