Waldorf Educational Association of North Carolina, Inc.
Form 5500-SF
FILING_RECEIVED
Waldorf Educational Association of North Carolina, Inc. Tax Deferred Annuity Plan
403(b) retirement plan · Waldorf Educational Association of North Carolina, Inc.'s Waldorf Educational Association of North Carolina, Inc. Tax Deferred Annuity Plan held $686K in plan assets for 6 participants in 2022.
Active participants
6
Accounts w/ balance
17
Plan assets (EOY)
$686K
Net assets (EOY)
$686K
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
87
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 (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDORF EDUCATIONAL ASSOCIATION OF NORTH CAROLINA, INC..
Plan sponsor
Name
WALDORF EDUCATIONAL ASSOCIATION OF NORTH CAROLINA, INC.
