How big is Walden Foundation, Inc.'s plan?

Walden Foundation, Inc.'s plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20251014123745NAL0002918433001

Walden Foundation, Inc.

Name: Walden Foundation, Inc. — Walden Center & School, Form 5500 (2024)
Creator: Walden Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walden Center & School 403(b) Plan

403(b) retirement plan · Walden Foundation, Inc.'s Walden Center & School 403(b) Plan held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Joline Barsanti signed Walden Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Joline Barsanti — 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

Walden Foundation, Inc.'s EIN is 94-1464735.

EIN 94-1464735

Plan number 001

Plan year 2024

ACK ID 20251014123745NAL0002918433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walden Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walden Foundation, Inc.'s plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALDEN FOUNDATION, INC..

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

WALDEN FOUNDATION, INC.

EIN

all filings

Address

2446 MCKINLEY AVENUE · BERKELEY, CA · 94703

Phone

(510) 841-7248

Industry

Educational Services

Plan administrator