How big is Santa FE Waldorf School's plan?

Santa FE Waldorf School's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250908130415NAL0011938659001

Santa FE Waldorf School

Name: Santa FE Waldorf School — Santa FE Waldorf School, Form 5500 (2024)
Creator: Santa FE Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Santa FE Waldorf School 403(b) DC Plan

403(b) retirement plan · Santa FE Waldorf School's Santa FE Waldorf School 403(b) DC Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Matthew Naivar signed Santa FE Waldorf School's 2024 Form 5500 as plan administrator.

Matthew Naivar — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Santa FE Waldorf School's EIN is 85-0326580.

EIN 85-0326580

Plan number 001

Plan year 2024

ACK ID 20250908130415NAL0011938659001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Santa FE Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Santa FE Waldorf School's plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SANTA FE WALDORF SCHOOL.

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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

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 (100th percentile).

Plan sponsor

Name

SANTA FE WALDORF SCHOOL

EIN

all filings

Address

26 PUESTA DEL SOL · SANTA FE, NM · 87508

Phone

(505) 467-6443

Industry

Educational Services

Plan administrator