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SACRAMENTO WALDORF SCHOOL — SACRAMENTO WALDORF SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240129181841NAL0026456656003
SACRAMENTO WALDORF SCHOOL
Form 5500-SF
FILING_RECEIVED
SACRAMENTO WALDORF SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Active participants
32
Accounts w/ balance
51
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
SACRAMENTO WALDORF SCHOOL
.
Find decision makers
Plan sponsor
Name
SACRAMENTO WALDORF SCHOOL
EIN
94-1477071
Address
3750 BANNISTER ROAD · FAIR OAKS, CA · 95628
Phone
(916) 961-3900
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-07-01
Tax period
2023-06-30
Filed
2024-01-29
Pension benefit codes
2L · 403(b)(1) annuity
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.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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