Original filing (PDF)20251019110836NAL0000089345001

WALDEN SCHOOL CORPORATION

Name: WALDEN SCHOOL CORPORATION — WALDEN SCHOOL 403(B) DC PLAN, Form 5500 (2024)
Creator: WALDEN SCHOOL CORPORATION

Form 5500-SF

FILING_RECEIVED

WALDEN SCHOOL 403(B) DC PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 WALDEN SCHOOL CORPORATION.

Plan sponsor

Name

WALDEN SCHOOL CORPORATION

EIN

61-0883146

Address

4238 WESTPORT ROAD · LOUISVILLE, KY · 40207

Phone

(502) 893-0433

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-19

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3C · Not intended to be qualified

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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