Original filing (PDF)20250404141427NAL0013525601001

AUSTIN WALDORF SCHOOL

Name: AUSTIN WALDORF SCHOOL — AUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN, Form 5500 (2023)
Creator: AUSTIN WALDORF SCHOOL

Form 5500-SF

FILING_RECEIVED

AUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

120

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 AUSTIN WALDORF SCHOOL.

Plan sponsor

Name

AUSTIN WALDORF SCHOOL

EIN

74-2176835

Address

8700 SOUTH VIEW ROAD · AUSTIN, TX · 78737

Phone

(512) 288-5942

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-04

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

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

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