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WESTERN VALLEY WALDORF ASSOCIATION — CEDARWOOD RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241218101616NAL0002048547001
WESTERN VALLEY WALDORF ASSOCIATION
Form 5500-SF
FILING_RECEIVED
CEDARWOOD RETIREMENT PLAN
403(b) retirement plan
Active participants
78
Accounts w/ balance
56
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WESTERN VALLEY WALDORF ASSOCIATION
.
Find decision makers
Plan sponsor
Name
WESTERN VALLEY WALDORF ASSOCIATION
EIN
91-1828325
Address
3030 SW 2ND AVENUE · PORTLAND, OR · 97201
Phone
(503) 245-1477
Industry
Educational Services
see 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
2024-12-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2E · Profit-sharing
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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$8.6B
