How big is San Francisco Waldorf School's plan?

San Francisco Waldorf School's plan reported $3.6M in assets and 65 participants for 2024.

Original filing (PDF)20251003212331NAL0004304754001

San Francisco Waldorf School

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

Form 5500-SF

FILING_RECEIVED

San Francisco Waldorf School 403(b) TDA Plan

403(b) retirement plan · San Francisco Waldorf School's San Francisco Waldorf School 403(b) TDA Plan held $3.6M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

San Francisco Waldorf School's EIN is 94-2538587.

EIN 94-2538587

Plan number 002

Plan year 2024

ACK ID 20251003212331NAL0004304754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

San Francisco Waldorf School's plan includes ERISA 404(c) participant direction, a 403(b) annuity.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAN FRANCISCO 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