How big is Marin Waldorf School's plan?

Marin Waldorf School's plan reported $1.9M in assets and 29 participants for 2024.

Original filing (PDF)20260128153446NAL0004415713001

Marin Waldorf School

Name: Marin Waldorf School — Marin Waldorf School 403(b), Form 5500 (2024)
Creator: Marin Waldorf School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marin Waldorf School 403(b) DC Plan

403(b) retirement plan · Marin Waldorf School's Marin Waldorf School 403(b) DC Plan held $1.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Megan Neale signed Marin Waldorf School's 2024 Form 5500 as plan administrator.

Megan Neale — Plan Administrator — Form 5500 signer
DAWN Anderson — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marin Waldorf School's EIN is 94-2161819.

EIN 94-2161819

Plan number 001

Plan year 2024

ACK ID 20260128153446NAL0004415713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marin Waldorf School from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marin Waldorf School's plan includes a 403(b) annuity.

Decision-maker contacts

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

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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 (91st percentile).

Plan sponsor

Name

MARIN WALDORF SCHOOL

EIN

all filings

Address

755 IDYLBERRY ROAD · SAN RAFAEL, CA · 94903

Phone

(415) 479-8199

Industry

Educational Services

Plan administrator