How big is Western Valley Waldorf Association's plan?

Western Valley Waldorf Association's plan reported $1.1M in assets and 78 participants for 2023.

Original filing (PDF)20241218101616NAL0002048547001

Western Valley Waldorf Association

Name: Western Valley Waldorf Association — Cedarwood, Form 5500 (2023)
Creator: Western Valley Waldorf Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cedarwood Retirement Plan

403(b) retirement plan · Western Valley Waldorf Association's Cedarwood Retirement Plan held $1.1M in plan assets for 78 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Western Valley Waldorf Association's EIN is 91-1828325.

EIN 91-1828325

Plan number 001

Plan year 2023

ACK ID 20241218101616NAL0002048547001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Western Valley Waldorf Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Western Valley Waldorf Association's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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