Original filing (PDF)20260213120428NAL0001384785001

Waldorf Association of Whatcom County

Name: Waldorf Association of Whatcom County — Whatcom, Form 5500 (2024)
Creator: Waldorf Association of Whatcom County
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whatcom Hills Waldorf School 401(k) Plan

401(k) retirement plan · Waldorf Association of Whatcom County's Whatcom Hills Waldorf School 401(k) Plan held $686K in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDORF ASSOCIATION OF WHATCOM COUNTY.

Plan sponsor

Name

WALDORF ASSOCIATION OF WHATCOM COUNTY

DBA

WHATCOM HILLS WALDORF SCHOOL

EIN

91-1352757all filings

Address

941 AUSTIN ST · BELLINGHAM, WA · 98229

Phone

(360) 733-3164

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