How big is Association for Waldorf Education in San Diego's plan?

Association for Waldorf Education in San Diego's plan reported $1.8M in assets and 57 participants for 2023.

Original filing (PDF)20250403161103NAL0020986962001

Association for Waldorf Education in San Diego

Name: Association for Waldorf Education in San Diego — Form 5500 Plan 001 (2023)
Creator: Association for Waldorf Education in San Diego
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Association for Waldorf Education in San Diego 401(k) Plan

401(k) retirement plan · Association for Waldorf Education in San Diego's Association for Waldorf Education in San Diego 401(k) Plan held $1.8M in plan assets for 57 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Association for Waldorf Education in San Diego's EIN is 95-3641387.

EIN 95-3641387

Plan number 001

Plan year 2023

ACK ID 20250403161103NAL0020986962001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Association for Waldorf Education in San Diego from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Association for Waldorf Education in San Diego's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATION FOR WALDORF EDUCATION IN SAN DIEGO.

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Plan health score

Above-average plan

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

Knocking points off